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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 | $280,582 | $111,535+151.6% | $105,223+166.7% | $137,256+104.4% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 80.0%-22.1pp |
| Annual return | 22.19% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,345 | $3,939-15.1% | $3,689-9.3% | $4,156-19.5% |
| Participant deferral / active EE | $9,573 | $5,500+74.1% | $5,072+88.8% | $6,407+49.4% |
| Admin fee / account holder | $12,960 | $9,721+33.3% | $8,859+46.3% | $12,270+5.6% |