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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 | $316,771 | $196,972+60.8% | $182,262+73.8% | $198,609+59.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 18.69% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,871 | $5,364-65.1% | $5,046-62.9% | $5,055-63.0% |
| Participant deferral / active EE | $5,952 | $8,643-31.1% | $8,276-28.1% | $6,977-14.7% |
| Admin fee / account holder | $12,779 | $18,429-30.7% | $16,712-23.5% | $19,030-32.8% |