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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 | $305,089 | $129,737+135.2% | $119,126+156.1% | $154,746+97.2% |
| Participation rate | 68.4% | 78.9%-10.4pp | 75.8%-7.3pp | 80.7%-12.3pp |
| Annual return | 16.56% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,524 | $4,375-42.3% | $4,034-37.4% | $4,379-42.4% |
| Participant deferral / active EE | $11,714 | $5,842+100.5% | $5,318+120.3% | $6,730+74.0% |
| Admin fee / account holder | $1,331 | $11,961-88.9% | $10,693-87.6% | $14,365-90.7% |