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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 | $303,764 | $289,211+5.0% | $260,467+16.6% | $198,609+52.9% |
| Participation rate | 69.2% | 83.1%-13.9pp | 80.5%-11.2pp | 82.4%-13.1pp |
| Annual return | 16.82% | 112.90%-96.1pp | 100.60%-83.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,677 | $4,663-21.2% | $4,239-13.3% | $5,055-27.3% |
| Participant deferral / active EE | $9,102 | $6,812+33.6% | $6,319+44.0% | $6,977+30.5% |
| Admin fee / account holder | $6,549 | $16,236-59.7% | $15,461-57.6% | $19,030-65.6% |