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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 | $310,440 | $154,228+101.3% | $145,433+113.5% | $137,256+126.2% |
| Participation rate | 54.2% | 83.8%-29.6pp | 82.1%-28.0pp | 80.0%-25.8pp |
| Annual return | 16.05% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,321 | $4,804-30.9% | $4,554-27.1% | $4,156-20.1% |
| Participant deferral / active EE | $9,014 | $8,216+9.7% | $7,897+14.1% | $6,407+40.7% |
| Admin fee / account holder | $12,727 | $14,344-11.3% | $13,129-3.1% | $12,270+3.7% |