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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 | $155,555+90.6% | $146,866+101.9% | $155,188+91.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.29% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,551 | $4,647-66.6% | $4,425-64.9% | $4,248-63.5% |
| Participant deferral / active EE | $16,653 | $8,044+107.0% | $7,759+114.6% | $6,531+155.0% |
| Admin fee / account holder | $3,362 | $14,755-77.2% | $13,620-75.3% | $14,480-76.8% |