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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 | $289,431 | $185,312+56.2% | $161,489+79.2% | $154,746+87.0% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 14.54% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,946 | $4,769-59.2% | $4,268-54.4% | $4,379-55.6% |
| Participant deferral / active EE | $9,989 | $6,350+57.3% | $5,630+77.4% | $6,730+48.4% |
| Admin fee / account holder | $124,684 | $18,654+568.4% | $16,006+679.0% | $14,365+768.0% |