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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 | $254,887 | $176,786+44.2% | $146,643+73.8% | $167,536+52.1% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 21.35% | 24.04%-2.7pp | 22.75%-1.4pp | 478.82%-457.5pp |
| Employer contribution / active EE | $1,667 | $5,161-67.7% | $4,137-59.7% | $4,839-65.6% |
| Participant deferral / active EE | $7,300 | $6,440+13.4% | $5,506+32.6% | $6,342+15.1% |
| Admin fee / account holder | $1,263 | $13,262-90.5% | $10,280-87.7% | $12,315-89.7% |