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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 | $174,379+104.8% | $152,093+134.8% | $138,895+157.1% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 17.83% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,034 | $4,652-56.3% | $4,175-51.3% | $4,194-51.5% |
| Participant deferral / active EE | $7,571 | $6,159+22.9% | $5,451+38.9% | $6,396+18.4% |
| Admin fee / account holder | $3,939 | $16,880-76.7% | $14,497-72.8% | $12,562-68.6% |