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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 | $333,815 | $185,312+80.1% | $161,489+106.7% | $154,746+115.7% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.7%-32.5pp | 80.7%-34.5pp |
| Annual return | 11.89% | 103.84%-92.0pp | 89.72%-77.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,211 | $4,769-53.6% | $4,268-48.2% | $4,379-49.5% |
| Participant deferral / active EE | $6,021 | $6,350-5.2% | $5,630+6.9% | $6,730-10.5% |
| Admin fee / account holder | $13,305 | $18,654-28.7% | $16,006-16.9% | $14,365-7.4% |