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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 | $487,591 | $162,136+200.7% | $152,301+220.1% | $154,746+215.1% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 16.60% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,290 | $4,890-53.2% | $4,624-50.5% | $4,379-47.7% |
| Participant deferral / active EE | $8,622 | $8,341+3.4% | $8,004+7.7% | $6,730+28.1% |
| Admin fee / account holder | $6,663 | $15,759-57.7% | $14,398-53.7% | $14,365-53.6% |