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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 | $213,785+136.5% | $185,441+172.7% | $155,188+225.8% |
| Participation rate | 62.5% | 83.2%-20.7pp | 80.3%-17.8pp | 80.8%-18.3pp |
| Annual return | 18.49% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $4,957 | $5,393-8.1% | $4,672+6.1% | $4,248+16.7% |
| Participant deferral / active EE | $10,944 | $6,864+59.4% | $6,152+77.9% | $6,531+67.6% |
| Admin fee / account holder | $6,478 | $21,134-69.3% | $17,890-63.8% | $14,480-55.3% |