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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 | $342,856 | $174,379+96.6% | $152,093+125.4% | $138,895+146.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 15.92% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,291 | $4,652-50.7% | $4,175-45.1% | $4,194-45.4% |
| Participant deferral / active EE | $13,122 | $6,159+113.1% | $5,451+140.7% | $6,396+105.2% |
| Admin fee / account holder | $2,163 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |