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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 | $335,131 | $227,399+47.4% | $189,758+76.6% | $198,609+68.7% |
| Participation rate | 69.2% | 84.0%-14.8pp | 79.8%-10.6pp | 82.4%-13.1pp |
| Annual return | 12.17% | 61.03%-48.9pp | 52.62%-40.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,963 | $5,526-46.4% | $4,767-37.8% | $5,055-41.4% |
| Participant deferral / active EE | $7,671 | $6,837+12.2% | $5,856+31.0% | $6,977+9.9% |
| Admin fee / account holder | $4,647 | $25,162-81.5% | $20,388-77.2% | $19,030-75.6% |