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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 | $281,687 | $208,088+35.4% | $186,193+51.3% | $154,746+82.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 12.33% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $4,209 | $4,340-3.0% | $3,918+7.4% | $4,379-3.9% |
| Participant deferral / active EE | $2,206 | $7,078-68.8% | $6,513-66.1% | $6,730-67.2% |
| Admin fee / account holder | $2,117 | $11,698-81.9% | $11,058-80.9% | $14,365-85.3% |