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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 | $298,504 | $201,370+48.2% | $184,256+62.0% | $145,897+104.6% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 20.42% | 29.05%-8.6pp | 28.85%-8.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $2,754 | $7,024-60.8% | $6,427-57.2% | $4,663-40.9% |
| Participant deferral / active EE | $10,084 | $9,808+2.8% | $9,133+10.4% | $6,689+50.7% |
| Admin fee / account holder | $2,932 | $16,364-82.1% | $13,899-78.9% | $13,390-78.1% |