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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 | $327,474 | $227,399+44.0% | $189,758+72.6% | $198,609+64.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 6.18% | 61.03%-54.8pp | 52.62%-46.4pp | 202.70%-196.5pp |
| Employer contribution / active EE | $2,618 | $5,526-52.6% | $4,767-45.1% | $5,055-48.2% |
| Participant deferral / active EE | $5,439 | $6,837-20.4% | $5,856-7.1% | $6,977-22.0% |
| Admin fee / account holder | $4,067 | $25,162-83.8% | $20,388-80.1% | $19,030-78.6% |