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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 | $347,867 | $157,276+121.2% | $141,177+146.4% | $152,885+127.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.13% | 64.33%-41.2pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,267 | $5,262-56.9% | $4,736-52.1% | $4,763-52.4% |
| Participant deferral / active EE | $2,834 | $7,110-60.1% | $6,710-57.8% | $5,851-51.6% |
| Admin fee / account holder | $2,230 | $12,123-81.6% | $10,263-78.3% | $11,598-80.8% |