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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 | $296,498 | $156,398+89.6% | $147,318+101.3% | $138,895+113.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.29% | 78.75%-59.5pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,551 | $4,853-68.0% | $4,593-66.2% | $4,194-63.0% |
| Participant deferral / active EE | $16,653 | $8,237+102.2% | $7,906+110.6% | $6,396+160.4% |
| Admin fee / account holder | $3,362 | $14,976-77.6% | $13,708-75.5% | $12,562-73.2% |