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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 | $327,831 | $211,288+55.2% | $178,540+83.6% | $145,884+124.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.59% | 30.27%-16.7pp | 27.15%-13.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,481 | $4,574-67.6% | $3,953-62.5% | $4,662-68.2% |
| Participant deferral / active EE | $4,631 | $6,967-33.5% | $6,281-26.3% | $6,690-30.8% |
| Admin fee / account holder | $1,022 | $12,105-91.6% | $10,424-90.2% | $13,392-92.4% |