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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 | $323,847 | $172,111+88.2% | $150,298+115.5% | $137,256+135.9% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 15.53% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,301 | $4,636-7.2% | $4,154+3.5% | $4,156+3.5% |
| Participant deferral / active EE | $13,059 | $6,166+111.8% | $5,453+139.5% | $6,407+103.8% |
| Admin fee / account holder | $2,158 | $16,471-86.9% | $14,116-84.7% | $12,270-82.4% |