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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 | $258,197 | $201,370+28.2% | $184,256+40.1% | $145,897+77.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.51% | 29.05%-15.5pp | 28.85%-15.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,463 | $7,024-64.9% | $6,427-61.7% | $4,663-47.2% |
| Participant deferral / active EE | $5,687 | $9,808-42.0% | $9,133-37.7% | $6,689-15.0% |
| Admin fee / account holder | $21,472 | $16,364+31.2% | $13,899+54.5% | $13,390+60.4% |