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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 | $185,312+67.5% | $161,489+92.3% | $154,746+100.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 12.43% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,152 | $4,769-75.8% | $4,268-73.0% | $4,379-73.7% |
| Participant deferral / active EE | $10,000 | $6,350+57.5% | $5,630+77.6% | $6,730+48.6% |
| Admin fee / account holder | $2,752 | $18,654-85.3% | $16,006-82.8% | $14,365-80.8% |