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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 | $199,109+88.2% | $173,730+115.7% | $154,746+142.1% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 13.04% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $6,496 | $5,311+22.3% | $4,577+41.9% | $4,379+48.3% |
| Participant deferral / active EE | $6,496 | $7,113-8.7% | $6,326+2.7% | $6,730-3.5% |
| Admin fee / account holder | $7,804 | $20,916-62.7% | $17,523-55.5% | $14,365-45.7% |