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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 | $307,139 | $275,752+11.4% | $256,809+19.6% | $198,609+54.6% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 12.26% | 34.81%-22.6pp | 32.73%-20.5pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,479 | $7,721-67.9% | $7,263-65.9% | $5,055-51.0% |
| Participant deferral / active EE | $12,495 | $10,037+24.5% | $9,520+31.3% | $6,977+79.1% |
| Admin fee / account holder | $179,877 | $25,716+599.5% | $25,146+615.3% | $19,030+845.2% |