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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 | $304,051 | $156,398+94.4% | $147,318+106.4% | $138,895+118.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 16.53% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,932 | $4,853-19.0% | $4,593-14.4% | $4,194-6.2% |
| Participant deferral / active EE | $8,600 | $8,237+4.4% | $7,906+8.8% | $6,396+34.5% |
| Admin fee / account holder | $3,864 | $14,976-74.2% | $13,708-71.8% | $12,562-69.2% |