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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 | $310,726 | $185,312+67.7% | $161,489+92.4% | $154,746+100.8% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.7%-31.3pp | 80.7%-33.3pp |
| Annual return | 16.38% | 103.84%-87.5pp | 89.72%-73.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,945 | $4,769-59.2% | $4,268-54.4% | $4,379-55.6% |
| Participant deferral / active EE | $4,305 | $6,350-32.2% | $5,630-23.5% | $6,730-36.0% |
| Admin fee / account holder | $4,365 | $18,654-76.6% | $16,006-72.7% | $14,365-69.6% |