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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 | $329,548 | $162,136+103.3% | $152,301+116.4% | $154,746+113.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.02% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,529 | $4,890-68.7% | $4,624-66.9% | $4,379-65.1% |
| Participant deferral / active EE | $12,687 | $8,341+52.1% | $8,004+58.5% | $6,730+88.5% |
| Admin fee / account holder | $23,070 | $15,759+46.4% | $14,398+60.2% | $14,365+60.6% |