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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 | $282,827 | $99,921+183.1% | $85,009+232.7% | $145,959+93.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.83% | 83.89%-71.1pp | 66.47%-53.6pp | 561.95%-549.1pp |
| Employer contribution / active EE | $3,747 | $3,233+15.9% | $2,728+37.3% | $4,661-19.6% |
| Participant deferral / active EE | $3,559 | $5,293-32.8% | $4,522-21.3% | $6,689-46.8% |
| Admin fee / account holder | $1,977 | $7,252-72.7% | $6,153-67.9% | $13,398-85.2% |