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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 | $279,227 | $172,111+62.2% | $150,298+85.8% | $137,256+103.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.96% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,481 | $4,636-24.9% | $4,154-16.2% | $4,156-16.3% |
| Participant deferral / active EE | $9,660 | $6,166+56.7% | $5,453+77.2% | $6,407+50.8% |
| Admin fee / account holder | $5,309 | $16,471-67.8% | $14,116-62.4% | $12,270-56.7% |