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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 | $301,580 | $155,555+93.9% | $146,866+105.3% | $155,188+94.3% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.5%-14.3pp | 80.8%-12.6pp |
| Annual return | 15.39% | 115.41%-100.0pp | 102.85%-87.5pp | 148.84%-133.4pp |
| Employer contribution / active EE | $2,606 | $4,647-43.9% | $4,425-41.1% | $4,248-38.7% |
| Participant deferral / active EE | $8,771 | $8,044+9.0% | $7,759+13.0% | $6,531+34.3% |
| Admin fee / account holder | $9,716 | $14,755-34.2% | $13,620-28.7% | $14,480-32.9% |