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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 | $351,186 | $172,111+104.0% | $150,298+133.7% | $137,256+155.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 20.67% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,007 | $4,636-35.1% | $4,154-27.6% | $4,156-27.6% |
| Participant deferral / active EE | $9,400 | $6,166+52.5% | $5,453+72.4% | $6,407+46.7% |
| Admin fee / account holder | $1,672 | $16,471-89.8% | $14,116-88.2% | $12,270-86.4% |