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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 | $397,203 | $185,312+114.3% | $161,489+146.0% | $154,746+156.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 17.60% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,556 | $4,769-4.5% | $4,268+6.7% | $4,379+4.0% |
| Participant deferral / active EE | $4,153 | $6,350-34.6% | $5,630-26.2% | $6,730-38.3% |
| Admin fee / account holder | $17,979 | $18,654-3.6% | $16,006+12.3% | $14,365+25.2% |