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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 | $208,088+46.0% | $186,193+63.1% | $154,746+96.3% |
| Participation rate | 69.2% | 80.0%-10.8pp | 77.1%-7.9pp | 80.7%-11.5pp |
| Annual return | 16.82% | 89.97%-73.2pp | 78.03%-61.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,677 | $4,340-15.3% | $3,918-6.2% | $4,379-16.0% |
| Participant deferral / active EE | $9,102 | $7,078+28.6% | $6,513+39.7% | $6,730+35.2% |
| Admin fee / account holder | $6,549 | $11,698-44.0% | $11,058-40.8% | $14,365-54.4% |