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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 | $331,074 | $183,592+80.3% | $155,574+112.8% | $145,877+127.0% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 9.37% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,809 | $5,317-66.0% | $4,676-61.3% | $4,663-61.2% |
| Participant deferral / active EE | $6,178 | $6,466-4.5% | $5,629+9.7% | $6,691-7.7% |
| Admin fee / account holder | $1,069 | $19,316-94.5% | $15,914-93.3% | $13,402-92.0% |