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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 | $319,340 | $185,312+72.3% | $161,489+97.7% | $154,746+106.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.85% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,420 | $4,769-70.2% | $4,268-66.7% | $4,379-67.6% |
| Participant deferral / active EE | $9,944 | $6,350+56.6% | $5,630+76.6% | $6,730+47.7% |
| Admin fee / account holder | $2,089 | $18,654-88.8% | $16,006-86.9% | $14,365-85.5% |