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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 | $344,719 | $254,759+35.3% | $216,567+59.2% | $198,609+73.6% |
| Participation rate | 56.3% | 84.5%-28.3pp | 81.6%-25.4pp | 82.4%-26.1pp |
| Annual return | 8.96% | 10.04%-1.1pp | 12.94%-4.0pp | 202.70%-193.7pp |
| Employer contribution / active EE | $1,823 | $6,096-70.1% | $5,216-65.0% | $5,055-63.9% |
| Participant deferral / active EE | $6,655 | $6,948-4.2% | $6,191+7.5% | $6,977-4.6% |
| Admin fee / account holder | $664 | $26,311-97.5% | $21,981-97.0% | $19,030-96.5% |