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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 | $353,038 | $181,062+95.0% | $158,223+123.1% | $155,188+127.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.52% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,815 | $4,565-60.2% | $4,109-55.8% | $4,248-57.3% |
| Participant deferral / active EE | $9,342 | $6,134+52.3% | $5,467+70.9% | $6,531+43.0% |
| Admin fee / account holder | $9,947 | $18,825-47.2% | $16,047-38.0% | $14,480-31.3% |