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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 | $156,398+86.6% | $147,318+98.0% | $138,895+110.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.40% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,322 | $4,853-72.8% | $4,593-71.2% | $4,194-68.5% |
| Participant deferral / active EE | $8,282 | $8,237+0.5% | $7,906+4.7% | $6,396+29.5% |
| Admin fee / account holder | $2,557 | $14,976-82.9% | $13,708-81.3% | $12,562-79.6% |