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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 | $505,625 | $199,109+153.9% | $173,730+191.0% | $154,746+226.7% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 18.49% | 20.02%-1.5pp | 19.96%-1.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,957 | $5,311-6.7% | $4,577+8.3% | $4,379+13.2% |
| Participant deferral / active EE | $10,944 | $7,113+53.9% | $6,326+73.0% | $6,730+62.6% |
| Admin fee / account holder | $6,478 | $20,916-69.0% | $17,523-63.0% | $14,365-54.9% |