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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 | $412,000 | $185,312+122.3% | $161,489+155.1% | $154,746+166.2% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.7%-23.7pp | 80.7%-25.7pp |
| Annual return | 14.10% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,120 | $4,769-55.5% | $4,268-50.3% | $4,379-51.6% |
| Participant deferral / active EE | $6,786 | $6,350+6.9% | $5,630+20.5% | $6,730+0.8% |
| Admin fee / account holder | $2,796 | $18,654-85.0% | $16,006-82.5% | $14,365-80.5% |