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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 | $307,018 | $172,111+78.4% | $150,298+104.3% | $137,256+123.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 22.63% | 69.37%-46.7pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,346 | $4,636-49.4% | $4,154-43.5% | $4,156-43.5% |
| Participant deferral / active EE | $5,544 | $6,166-10.1% | $5,453+1.7% | $6,407-13.5% |
| Admin fee / account holder | $7,332 | $16,471-55.5% | $14,116-48.1% | $12,270-40.2% |