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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 | $317,166 | $183,627+72.7% | $155,602+103.8% | $145,978+117.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.44% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,326 | $5,316-75.1% | $4,675-71.6% | $4,662-71.6% |
| Participant deferral / active EE | $3,994 | $6,466-38.2% | $5,629-29.0% | $6,690-40.3% |
| Admin fee / account holder | $4,276 | $19,327-77.9% | $15,923-73.1% | $13,400-68.1% |