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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 | $306,382 | $185,312+65.3% | $161,489+89.7% | $154,746+98.0% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.7%-19.9pp | 80.7%-21.9pp |
| Annual return | 15.57% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,257 | $4,769-52.7% | $4,268-47.1% | $4,379-48.4% |
| Participant deferral / active EE | $5,248 | $6,350-17.3% | $5,630-6.8% | $6,730-22.0% |
| Admin fee / account holder | $4,577 | $18,654-75.5% | $16,006-71.4% | $14,365-68.1% |