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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 | $223,823+45.7% | $211,142+54.5% | $154,746+110.7% |
| Participation rate | 54.5% | 87.9%-33.3pp | 87.3%-32.7pp | 80.7%-26.2pp |
| Annual return | 17.89% | 50.39%-32.5pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,115 | $6,787-68.8% | $6,442-67.2% | $4,379-51.7% |
| Participant deferral / active EE | $6,937 | $9,750-28.9% | $9,284-25.3% | $6,730+3.1% |
| Admin fee / account holder | $2,909 | $19,707-85.2% | $19,076-84.7% | $14,365-79.7% |