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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,067 | $213,785+101.6% | $185,441+132.5% | $155,188+177.8% |
| Participation rate | 63.2% | 83.2%-20.1pp | 80.3%-17.1pp | 80.8%-17.6pp |
| Annual return | 19.29% | 19.97%-0.7pp | 20.16%-0.9pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,889 | $5,393-46.4% | $4,672-38.2% | $4,248-32.0% |
| Participant deferral / active EE | $4,598 | $6,864-33.0% | $6,152-25.3% | $6,531-29.6% |
| Admin fee / account holder | $9,048 | $21,134-57.2% | $17,890-49.4% | $14,480-37.5% |