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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 | $306,573 | $174,379+75.8% | $152,093+101.6% | $138,895+120.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.01% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,413 | $4,652-48.1% | $4,175-42.2% | $4,194-42.5% |
| Participant deferral / active EE | $6,546 | $6,159+6.3% | $5,451+20.1% | $6,396+2.3% |
| Admin fee / account holder | $2,108 | $16,880-87.5% | $14,497-85.5% | $12,562-83.2% |