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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 | $272,125 | $181,062+50.3% | $158,223+72.0% | $155,188+75.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.93% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,500 | $4,565-1.4% | $4,109+9.5% | $4,248+5.9% |
| Participant deferral / active EE | $18,167 | $6,134+196.1% | $5,467+232.3% | $6,531+178.2% |
| Admin fee / account holder | $2,362 | $18,825-87.5% | $16,047-85.3% | $14,480-83.7% |