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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 | $324,949 | $196,972+65.0% | $182,262+78.3% | $198,609+63.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 12.07% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,733 | $5,364-67.7% | $5,046-65.7% | $5,055-65.7% |
| Participant deferral / active EE | $3,910 | $8,643-54.8% | $8,276-52.8% | $6,977-44.0% |
| Admin fee / account holder | $25,975 | $18,429+40.9% | $16,712+55.4% | $19,030+36.5% |