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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 | $295,297 | $185,312+59.4% | $161,489+82.9% | $154,746+90.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.52% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,668 | $4,769-65.0% | $4,268-60.9% | $4,379-61.9% |
| Participant deferral / active EE | $3,942 | $6,350-37.9% | $5,630-30.0% | $6,730-41.4% |
| Admin fee / account holder | $3,306 | $18,654-82.3% | $16,006-79.3% | $14,365-77.0% |