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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 | $306,766 | $185,312+65.5% | $161,489+90.0% | $154,746+98.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 13.65% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,540 | $4,769-46.7% | $4,268-40.5% | $4,379-42.0% |
| Participant deferral / active EE | $6,321 | $6,350-0.4% | $5,630+12.3% | $6,730-6.1% |
| Admin fee / account holder | $3,407 | $18,654-81.7% | $16,006-78.7% | $14,365-76.3% |