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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 | $371,508 | $185,312+100.5% | $161,489+130.1% | $154,746+140.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.23% | 103.84%-91.6pp | 89.72%-77.5pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,276 | $4,769-52.3% | $4,268-46.7% | $4,379-48.0% |
| Participant deferral / active EE | $3,808 | $6,350-40.0% | $5,630-32.4% | $6,730-43.4% |
| Admin fee / account holder | $1,336 | $18,654-92.8% | $16,006-91.7% | $14,365-90.7% |