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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 | $154,228+105.8% | $145,433+118.2% | $137,256+131.2% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.6pp | 80.0%-10.4pp |
| Annual return | 16.28% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,101 | $4,804-77.1% | $4,554-75.8% | $4,156-73.5% |
| Participant deferral / active EE | $6,242 | $8,216-24.0% | $7,897-21.0% | $6,407-2.6% |
| Admin fee / account holder | $2,743 | $14,344-80.9% | $13,129-79.1% | $12,270-77.6% |