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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 | $298,124 | $177,595+67.9% | $148,496+100.8% | $198,609+50.1% |
| Participation rate | 57.1% | 79.3%-22.1pp | 76.0%-18.9pp | 82.4%-25.2pp |
| Annual return | 6.61% | 9.97%-3.4pp | 12.33%-5.7pp | 202.70%-196.1pp |
| Employer contribution / active EE | $1,961 | $4,098-52.1% | $3,497-43.9% | $5,055-61.2% |
| Participant deferral / active EE | $9,807 | $5,539+77.1% | $4,808+104.0% | $6,977+40.6% |
| Admin fee / account holder | $13,691 | $27,010-49.3% | $19,547-30.0% | $19,030-28.1% |