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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 | $292,117 | $148,623+96.5% | $135,974+114.8% | $139,466+109.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 22.75% | 79.30%-56.5pp | 68.30%-45.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $2,846 | $5,246-45.8% | $4,859-41.4% | $4,754-40.1% |
| Participant deferral / active EE | $12,784 | $8,103+57.8% | $7,760+64.7% | $6,712+90.5% |
| Admin fee / account holder | $362 | $12,406-97.1% | $10,767-96.6% | $11,409-96.8% |