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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 | $310,176 | $165,381+87.6% | $149,730+107.2% | $158,966+95.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 13.83% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,166 | $5,104-57.6% | $4,645-53.4% | $4,762-54.5% |
| Participant deferral / active EE | $11,423 | $7,182+59.0% | $6,843+66.9% | $5,983+90.9% |
| Admin fee / account holder | $1,690 | $10,809-84.4% | $9,310-81.8% | $11,250-85.0% |