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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 | $389,230 | $183,627+112.0% | $155,602+150.1% | $145,978+166.6% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 12.31% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $3,934 | $5,316-26.0% | $4,675-15.9% | $4,662-15.6% |
| Participant deferral / active EE | $3,550 | $6,466-45.1% | $5,629-36.9% | $6,690-46.9% |
| Admin fee / account holder | $347 | $19,327-98.2% | $15,923-97.8% | $13,400-97.4% |