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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 | $367,554 | $135,956+170.3% | $123,894+196.7% | $273,972+34.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.22% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,719 | $5,170-47.4% | $4,617-41.1% | $4,869-44.2% |
| Participant deferral / active EE | $10,468 | $6,343+65.0% | $5,984+74.9% | $5,287+98.0% |
| Admin fee / account holder | $1,700 | $9,817-82.7% | $8,357-79.7% | $10,133-83.2% |