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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 | $335,144 | $174,379+92.2% | $152,093+120.4% | $138,895+141.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.36% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,620 | $4,652-43.7% | $4,175-37.2% | $4,194-37.5% |
| Participant deferral / active EE | $10,083 | $6,159+63.7% | $5,451+85.0% | $6,396+57.6% |
| Admin fee / account holder | $4,611 | $16,880-72.7% | $14,497-68.2% | $12,562-63.3% |