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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 | $357,071 | $181,062+97.2% | $158,223+125.7% | $155,188+130.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 17.83% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,034 | $4,565-55.4% | $4,109-50.5% | $4,248-52.1% |
| Participant deferral / active EE | $7,571 | $6,134+23.4% | $5,467+38.5% | $6,531+15.9% |
| Admin fee / account holder | $3,939 | $18,825-79.1% | $16,047-75.5% | $14,480-72.8% |