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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 | $342,018 | $162,136+110.9% | $152,301+124.6% | $154,746+121.0% |
| Participation rate | 68.2% | 84.1%-15.9pp | 82.4%-14.3pp | 80.7%-12.5pp |
| Annual return | 17.87% | 91.02%-73.2pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,764 | $4,890-63.9% | $4,624-61.9% | $4,379-59.7% |
| Participant deferral / active EE | $3,510 | $8,341-57.9% | $8,004-56.1% | $6,730-47.8% |
| Admin fee / account holder | $18,316 | $15,759+16.2% | $14,398+27.2% | $14,365+27.5% |