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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 | $358,281 | $201,372+77.9% | $184,260+94.4% | $145,884+145.6% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 17.78% | 29.04%-11.3pp | 28.84%-11.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,427 | $7,024-65.4% | $6,427-62.2% | $4,662-47.9% |
| Participant deferral / active EE | $9,299 | $9,808-5.2% | $9,133+1.8% | $6,690+39.0% |
| Admin fee / account holder | $2,856 | $16,362-82.5% | $13,898-79.5% | $13,392-78.7% |