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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 | $264,457 | $129,737+103.8% | $119,126+122.0% | $154,746+70.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.41% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,248 | $4,375-48.6% | $4,034-44.3% | $4,379-48.7% |
| Participant deferral / active EE | $6,092 | $5,842+4.3% | $5,318+14.5% | $6,730-9.5% |
| Admin fee / account holder | $1,830 | $11,961-84.7% | $10,693-82.9% | $14,365-87.3% |