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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 | $285,489 | $185,312+54.1% | $161,489+76.8% | $154,746+84.5% |
| Participation rate | 38.5% | 82.5%-44.0pp | 78.7%-40.2pp | 80.7%-42.2pp |
| Annual return | 15.37% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,362 | $4,769-50.5% | $4,268-44.7% | $4,379-46.1% |
| Participant deferral / active EE | $8,300 | $6,350+30.7% | $5,630+47.4% | $6,730+23.3% |
| Admin fee / account holder | $3,322 | $18,654-82.2% | $16,006-79.2% | $14,365-76.9% |