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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 | $213,785+61.2% | $185,441+85.9% | $155,188+122.1% |
| Participation rate | 56.3% | 83.2%-27.0pp | 80.3%-24.0pp | 80.8%-24.6pp |
| Annual return | 8.96% | 19.97%-11.0pp | 20.16%-11.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,823 | $5,393-66.2% | $4,672-61.0% | $4,248-57.1% |
| Participant deferral / active EE | $6,655 | $6,864-3.1% | $6,152+8.2% | $6,531+1.9% |
| Admin fee / account holder | $664 | $21,134-96.9% | $17,890-96.3% | $14,480-95.4% |