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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 | $257,124 | $148,582+73.1% | $135,942+89.1% | $139,456+84.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.11% | 79.26%-64.2pp | 68.28%-53.2pp | 373.45%-358.3pp |
| Employer contribution / active EE | $3,776 | $5,245-28.0% | $4,858-22.3% | $4,753-20.6% |
| Participant deferral / active EE | $11,685 | $8,101+44.2% | $7,759+50.6% | $6,711+74.1% |
| Admin fee / account holder | $5,829 | $12,402-53.0% | $10,764-45.9% | $11,407-48.9% |