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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 | $368,170 | $185,883+98.1% | $170,043+116.5% | $139,466+164.0% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 12.61% | 60.54%-47.9pp | 53.40%-40.8pp | 373.66%-361.1pp |
| Employer contribution / active EE | $2,901 | $7,596-61.8% | $6,790-57.3% | $4,754-39.0% |
| Participant deferral / active EE | $9,045 | $11,626-22.2% | $10,410-13.1% | $6,712+34.8% |
| Admin fee / account holder | $1,373 | $15,393-91.1% | $12,824-89.3% | $11,409-88.0% |