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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 | $562,348 | $199,109+182.4% | $173,730+223.7% | $154,746+263.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 17.97% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,092 | $5,311-60.6% | $4,577-54.3% | $4,379-52.2% |
| Participant deferral / active EE | $6,674 | $7,113-6.2% | $6,326+5.5% | $6,730-0.8% |
| Admin fee / account holder | $12,733 | $20,916-39.1% | $17,523-27.3% | $14,365-11.4% |