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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 | $310,463 | $174,379+78.0% | $152,093+104.1% | $138,895+123.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 12.43% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,152 | $4,652-75.2% | $4,175-72.4% | $4,194-72.5% |
| Participant deferral / active EE | $10,000 | $6,159+62.4% | $5,451+83.4% | $6,396+56.3% |
| Admin fee / account holder | $2,752 | $16,880-83.7% | $14,497-81.0% | $12,562-78.1% |