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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 | $345,032 | $154,228+123.7% | $145,433+137.2% | $137,256+151.4% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.1%-21.2pp | 80.0%-19.1pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,113 | $4,804-56.0% | $4,554-53.6% | $4,156-49.1% |
| Participant deferral / active EE | $8,244 | $8,216+0.3% | $7,897+4.4% | $6,407+28.7% |
| Admin fee / account holder | $7,340 | $14,344-48.8% | $13,129-44.1% | $12,270-40.2% |