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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 | $326,109 | $209,336+55.8% | $197,124+65.4% | $137,256+137.6% |
| Participation rate | 54.5% | 87.3%-32.8pp | 86.7%-32.2pp | 80.0%-25.4pp |
| Annual return | 17.89% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,115 | $6,591-67.9% | $6,227-66.0% | $4,156-49.1% |
| Participant deferral / active EE | $6,937 | $9,614-27.8% | $9,135-24.1% | $6,407+8.3% |
| Admin fee / account holder | $2,909 | $17,308-83.2% | $16,298-82.2% | $12,270-76.3% |