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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 | $374,680 | $178,174+110.3% | $156,181+139.9% | $137,256+173.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 13.04% | 84.19%-71.2pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,496 | $4,972+30.7% | $4,294+51.3% | $4,156+56.3% |
| Participant deferral / active EE | $6,496 | $6,888-5.7% | $6,132+5.9% | $6,407+1.4% |
| Admin fee / account holder | $7,804 | $17,404-55.2% | $14,586-46.5% | $12,270-36.4% |