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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 | $319,665 | $155,555+105.5% | $146,866+117.7% | $155,188+106.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.10% | 115.41%-96.3pp | 102.85%-83.8pp | 148.84%-129.7pp |
| Employer contribution / active EE | $4,622 | $4,647-0.5% | $4,425+4.5% | $4,248+8.8% |
| Participant deferral / active EE | $11,311 | $8,044+40.6% | $7,759+45.8% | $6,531+73.2% |
| Admin fee / account holder | $2,872 | $14,755-80.5% | $13,620-78.9% | $14,480-80.2% |