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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 | $324,430 | $156,398+107.4% | $147,318+120.2% | $138,895+133.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 15.99% | 78.75%-62.8pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,353 | $4,853-51.5% | $4,593-48.8% | $4,194-43.9% |
| Participant deferral / active EE | $6,795 | $8,237-17.5% | $7,906-14.1% | $6,396+6.2% |
| Admin fee / account holder | $20,781 | $14,976+38.8% | $13,708+51.6% | $12,562+65.4% |