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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 | $291,348 | $156,616+86.0% | $133,346+118.5% | $198,609+46.7% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 29.56% | 44.25%-14.7pp | 36.85%-7.3pp | 202.70%-173.1pp |
| Employer contribution / active EE | $3,230 | $3,368-4.1% | $2,853+13.2% | $5,055-36.1% |
| Participant deferral / active EE | $9,272 | $4,920+88.5% | $4,332+114.0% | $6,977+32.9% |
| Admin fee / account holder | $2,295 | $17,468-86.9% | $14,264-83.9% | $19,030-87.9% |