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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 | $388,679 | $185,312+109.7% | $161,489+140.7% | $154,746+151.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.67% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,973 | $4,769-58.6% | $4,268-53.8% | $4,379-55.0% |
| Participant deferral / active EE | $2,532 | $6,350-60.1% | $5,630-55.0% | $6,730-62.4% |
| Admin fee / account holder | $3,369 | $18,654-81.9% | $16,006-79.0% | $14,365-76.5% |