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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 | $393,153 | $196,972+99.6% | $182,262+115.7% | $198,609+98.0% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 14.65% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $3,775 | $5,364-29.6% | $5,046-25.2% | $5,055-25.3% |
| Participant deferral / active EE | $14,350 | $8,643+66.0% | $8,276+73.4% | $6,977+105.7% |
| Admin fee / account holder | $9,977 | $18,429-45.9% | $16,712-40.3% | $19,030-47.6% |