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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 | $355,127 | $110,379+221.7% | $102,412+246.8% | $145,884+143.4% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 10.86% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,030 | $4,216-28.1% | $3,870-21.7% | $4,662-35.0% |
| Participant deferral / active EE | $3,198 | $5,622-43.1% | $5,060-36.8% | $6,690-52.2% |
| Admin fee / account holder | $14,455 | $9,745+48.3% | $8,388+72.3% | $13,392+7.9% |