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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 | $300,908 | $197,625+52.3% | $177,840+69.2% | $158,966+89.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.00% | 58.76%-45.8pp | 48.32%-35.3pp | 302.95%-290.0pp |
| Employer contribution / active EE | $4,514 | $6,698-32.6% | $5,919-23.7% | $4,762-5.2% |
| Participant deferral / active EE | $15,167 | $8,405+80.5% | $7,714+96.6% | $5,983+153.5% |
| Admin fee / account holder | $2,483 | $15,405-83.9% | $12,431-80.0% | $11,250-77.9% |