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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 | $303,457 | $185,312+63.8% | $161,489+87.9% | $154,746+96.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 16.91% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,705 | $4,769-64.2% | $4,268-60.1% | $4,379-61.1% |
| Participant deferral / active EE | $4,556 | $6,350-28.2% | $5,630-19.1% | $6,730-32.3% |
| Admin fee / account holder | $3,684 | $18,654-80.3% | $16,006-77.0% | $14,365-74.4% |