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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 | $356,245 | $181,062+96.8% | $158,223+125.2% | $155,188+129.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 12.61% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,622 | $4,565-64.5% | $4,109-60.5% | $4,248-61.8% |
| Participant deferral / active EE | $3,921 | $6,134-36.1% | $5,467-28.3% | $6,531-40.0% |
| Admin fee / account holder | $774 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |