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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 | $310,790 | $212,386+46.3% | $199,883+55.5% | $138,895+123.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 15.43% | 47.75%-32.3pp | 43.81%-28.4pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,544 | $6,625-61.6% | $6,261-59.4% | $4,194-39.3% |
| Participant deferral / active EE | $5,960 | $9,617-38.0% | $9,138-34.8% | $6,396-6.8% |
| Admin fee / account holder | $1,254 | $18,233-93.1% | $17,268-92.7% | $12,562-90.0% |