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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 | $353,768 | $183,516+92.8% | $155,534+127.5% | $145,884+142.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.00% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,756 | $5,315-67.0% | $4,675-62.4% | $4,662-62.3% |
| Participant deferral / active EE | $6,954 | $6,467+7.5% | $5,630+23.5% | $6,690+4.0% |
| Admin fee / account holder | $4,567 | $19,293-76.3% | $15,900-71.3% | $13,392-65.9% |