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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 | $316,771 | $156,398+102.5% | $147,318+115.0% | $138,895+128.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 18.69% | 78.75%-60.1pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,871 | $4,853-61.5% | $4,593-59.3% | $4,194-55.4% |
| Participant deferral / active EE | $5,952 | $8,237-27.7% | $7,906-24.7% | $6,396-6.9% |
| Admin fee / account holder | $12,779 | $14,976-14.7% | $13,708-6.8% | $12,562+1.7% |