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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 | $264,038 | $174,379+51.4% | $152,093+73.6% | $138,895+90.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 19.12% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $17,491 | $4,652+276.0% | $4,175+319.0% | $4,194+317.0% |
| Participant deferral / active EE | $7,833 | $6,159+27.2% | $5,451+43.7% | $6,396+22.5% |
| Admin fee / account holder | $2,538 | $16,880-85.0% | $14,497-82.5% | $12,562-79.8% |