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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 | $296,947 | $172,111+72.5% | $150,298+97.6% | $137,256+116.3% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 18.48% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $902 | $4,636-80.5% | $4,154-78.3% | $4,156-78.3% |
| Participant deferral / active EE | $6,491 | $6,166+5.3% | $5,453+19.0% | $6,407+1.3% |
| Admin fee / account holder | $4,057 | $16,471-75.4% | $14,116-71.3% | $12,270-66.9% |