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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 | $283,857 | $166,089+70.9% | $164,928+72.1% | $145,978+94.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 12.52% | 100.26%-87.7pp | 70.08%-57.6pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,817 | $5,276-46.6% | $4,343-35.1% | $4,662-39.6% |
| Participant deferral / active EE | $5,148 | $6,961-26.1% | $6,034-14.7% | $6,690-23.0% |
| Admin fee / account holder | $637 | $16,641-96.2% | $12,684-95.0% | $13,400-95.2% |