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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 | $260,186 | $114,119+128.0% | $107,187+142.7% | $138,895+87.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 17.38% | 273.21%-255.8pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,791 | $4,059-31.2% | $3,782-26.2% | $4,194-33.5% |
| Participant deferral / active EE | $8,093 | $5,538+46.1% | $5,096+58.8% | $6,396+26.5% |
| Admin fee / account holder | $1,982 | $10,024-80.2% | $9,162-78.4% | $12,562-84.2% |