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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 | $286,257 | $185,312+54.5% | $161,489+77.3% | $154,746+85.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.72% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,628 | $4,769-3.0% | $4,268+8.4% | $4,379+5.7% |
| Participant deferral / active EE | $20,653 | $6,350+225.3% | $5,630+266.8% | $6,730+206.9% |
| Admin fee / account holder | $1,849 | $18,654-90.1% | $16,006-88.5% | $14,365-87.1% |