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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 | $263,870 | $183,539+43.8% | $155,556+69.6% | $145,897+80.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.50% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,378 | $5,315-74.1% | $4,675-70.5% | $4,663-70.4% |
| Participant deferral / active EE | $8,729 | $6,467+35.0% | $5,631+55.0% | $6,689+30.5% |
| Admin fee / account holder | $1,760 | $19,275-90.9% | $15,885-88.9% | $13,390-86.9% |