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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 | $311,308 | $196,972+58.0% | $182,262+70.8% | $198,609+56.7% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 11.78% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,463 | $5,364-54.1% | $5,046-51.2% | $5,055-51.3% |
| Participant deferral / active EE | $7,221 | $8,643-16.5% | $8,276-12.8% | $6,977+3.5% |
| Admin fee / account holder | $1,177 | $18,429-93.6% | $16,712-93.0% | $19,030-93.8% |