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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 | $317,399 | $162,136+95.8% | $152,301+108.4% | $154,746+105.1% |
| Participation rate | 69.6% | 84.1%-14.5pp | 82.4%-12.9pp | 80.7%-11.1pp |
| Annual return | 16.28% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,101 | $4,890-77.5% | $4,624-76.2% | $4,379-74.8% |
| Participant deferral / active EE | $6,242 | $8,341-25.2% | $8,004-22.0% | $6,730-7.2% |
| Admin fee / account holder | $2,743 | $15,759-82.6% | $14,398-80.9% | $14,365-80.9% |