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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 | $315,068 | $172,111+83.1% | $150,298+109.6% | $137,256+129.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.01% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,062 | $4,636+9.2% | $4,154+21.9% | $4,156+21.8% |
| Participant deferral / active EE | $12,333 | $6,166+100.0% | $5,453+126.2% | $6,407+92.5% |
| Admin fee / account holder | $7,551 | $16,471-54.2% | $14,116-46.5% | $12,270-38.5% |