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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 | $367,394 | $172,111+113.5% | $150,298+144.4% | $137,256+167.7% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 15.18% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,884 | $4,636-37.8% | $4,154-30.6% | $4,156-30.6% |
| Participant deferral / active EE | $7,386 | $6,166+19.8% | $5,453+35.4% | $6,407+15.3% |
| Admin fee / account holder | $12,508 | $16,471-24.1% | $14,116-11.4% | $12,270+1.9% |