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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 | $332,666 | $134,817+146.8% | $123,973+168.3% | $155,188+114.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 13.37% | 515.49%-502.1pp | 388.13%-374.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $969 | $4,425-78.1% | $4,126-76.5% | $4,248-77.2% |
| Participant deferral / active EE | $6,056 | $5,706+6.1% | $5,247+15.4% | $6,531-7.3% |
| Admin fee / account holder | $5,720 | $13,245-56.8% | $11,799-51.5% | $14,480-60.5% |