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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 | $330,823 | $154,228+114.5% | $145,433+127.5% | $137,256+141.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.00% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,740 | $4,804-43.0% | $4,554-39.8% | $4,156-34.1% |
| Participant deferral / active EE | $10,831 | $8,216+31.8% | $7,897+37.1% | $6,407+69.1% |
| Admin fee / account holder | $3,846 | $14,344-73.2% | $13,129-70.7% | $12,270-68.7% |