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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 | $365,593 | $225,673+62.0% | $203,872+79.3% | $155,188+135.6% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 15.03% | 95.91%-80.9pp | 85.11%-70.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $3,365 | $4,099-17.9% | $3,757-10.5% | $4,248-20.8% |
| Participant deferral / active EE | $6,453 | $6,893-6.4% | $6,388+1.0% | $6,531-1.2% |
| Admin fee / account holder | $3,275 | $12,327-73.4% | $11,730-72.1% | $14,480-77.4% |