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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 | $382,034 | $174,379+119.1% | $152,093+151.2% | $138,895+175.1% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 19.32% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,443 | $4,652-26.0% | $4,175-17.5% | $4,194-17.9% |
| Participant deferral / active EE | $13,874 | $6,159+125.3% | $5,451+154.5% | $6,396+116.9% |
| Admin fee / account holder | $8,180 | $16,880-51.5% | $14,497-43.6% | $12,562-34.9% |