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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 | $155,555+108.6% | $146,866+120.9% | $155,188+109.1% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 15.99% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,353 | $4,647-49.4% | $4,425-46.8% | $4,248-44.6% |
| Participant deferral / active EE | $6,795 | $8,044-15.5% | $7,759-12.4% | $6,531+4.0% |
| Admin fee / account holder | $20,781 | $14,755+40.8% | $13,620+52.6% | $14,480+43.5% |