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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 | $454,689 | $136,860+232.2% | $120,344+277.8% | $154,746+193.8% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 20.38% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,764 | $3,533+6.5% | $3,020+24.6% | $4,379-14.0% |
| Participant deferral / active EE | $7,167 | $5,793+23.7% | $5,135+39.6% | $6,730+6.5% |
| Admin fee / account holder | $24,204 | $15,393+57.2% | $12,742+90.0% | $14,365+68.5% |