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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 | $379,793 | $174,379+117.8% | $152,093+149.7% | $138,895+173.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.93% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,888 | $4,652-59.4% | $4,175-54.8% | $4,194-55.0% |
| Participant deferral / active EE | $2,237 | $6,159-63.7% | $5,451-59.0% | $6,396-65.0% |
| Admin fee / account holder | $7,590 | $16,880-55.0% | $14,497-47.6% | $12,562-39.6% |