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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 | $291,762 | $162,136+79.9% | $152,301+91.6% | $154,746+88.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.40% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,322 | $4,890-73.0% | $4,624-71.4% | $4,379-69.8% |
| Participant deferral / active EE | $8,282 | $8,341-0.7% | $8,004+3.5% | $6,730+23.1% |
| Admin fee / account holder | $2,557 | $15,759-83.8% | $14,398-82.2% | $14,365-82.2% |