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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 | $324,430 | $225,673+43.8% | $203,872+59.1% | $155,188+109.1% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 15.14% | 95.91%-80.8pp | 85.11%-70.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,855 | $4,099-54.8% | $3,757-50.6% | $4,248-56.3% |
| Participant deferral / active EE | $7,086 | $6,893+2.8% | $6,388+10.9% | $6,531+8.5% |
| Admin fee / account holder | $5,024 | $12,327-59.2% | $11,730-57.2% | $14,480-65.3% |