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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 | $301,580 | $156,398+92.8% | $147,318+104.7% | $138,895+117.1% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 79.9%-11.7pp |
| Annual return | 15.39% | 78.75%-63.4pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,606 | $4,853-46.3% | $4,593-43.3% | $4,194-37.9% |
| Participant deferral / active EE | $8,771 | $8,237+6.5% | $7,906+10.9% | $6,396+37.1% |
| Admin fee / account holder | $9,716 | $14,976-35.1% | $13,708-29.1% | $12,562-22.7% |