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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 | $343,860 | $107,666+219.4% | $102,184+236.5% | $154,746+122.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 18.21% | 29.33%-11.1pp | 31.58%-13.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,180 | $3,846-43.3% | $3,594-39.3% | $4,379-50.2% |
| Participant deferral / active EE | $10,517 | $8,719+20.6% | $8,309+26.6% | $6,730+56.3% |
| Admin fee / account holder | $14,759 | $12,943+14.0% | $11,609+27.1% | $14,365+2.7% |