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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 | $138,312+228.7% | $122,979+269.7% | $155,188+193.0% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 20.38% | 22.06%-1.7pp | 20.12%+0.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $3,764 | $3,530+6.6% | $3,062+22.9% | $4,248-11.4% |
| Participant deferral / active EE | $7,167 | $5,592+28.2% | $5,003+43.3% | $6,531+9.7% |
| Admin fee / account holder | $24,204 | $15,089+60.4% | $12,864+88.1% | $14,480+67.2% |