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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 | $174,379+80.7% | $152,093+107.2% | $138,895+126.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 20.01% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $5,062 | $4,652+8.8% | $4,175+21.3% | $4,194+20.7% |
| Participant deferral / active EE | $12,333 | $6,159+100.2% | $5,451+126.2% | $6,396+92.8% |
| Admin fee / account holder | $7,551 | $16,880-55.3% | $14,497-47.9% | $12,562-39.9% |