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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 | $288,558 | $289,211-0.2% | $260,467+10.8% | $198,609+45.3% |
| Participation rate | 62.5% | 83.1%-20.6pp | 80.5%-18.0pp | 82.4%-19.9pp |
| Annual return | 13.81% | 112.90%-99.1pp | 100.60%-86.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $990 | $4,663-78.8% | $4,239-76.7% | $5,055-80.4% |
| Participant deferral / active EE | $2,779 | $6,812-59.2% | $6,319-56.0% | $6,977-60.2% |
| Admin fee / account holder | $5,607 | $16,236-65.5% | $15,461-63.7% | $19,030-70.5% |