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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 | $199,109+73.1% | $173,730+98.4% | $154,746+122.8% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.6%-23.3pp | 80.7%-24.5pp |
| Annual return | 8.96% | 20.02%-11.1pp | 19.96%-11.0pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,823 | $5,311-65.7% | $4,577-60.2% | $4,379-58.4% |
| Participant deferral / active EE | $6,655 | $7,113-6.4% | $6,326+5.2% | $6,730-1.1% |
| Admin fee / account holder | $664 | $20,916-96.8% | $17,523-96.2% | $14,365-95.4% |