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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 | $321,599 | $184,014+74.8% | $161,149+99.6% | $138,895+131.5% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.8%-17.3pp | 79.9%-18.4pp |
| Annual return | 12.93% | 21.52%-8.6pp | 21.16%-8.2pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,840 | $5,055-63.6% | $4,360-57.8% | $4,194-56.1% |
| Participant deferral / active EE | $7,738 | $6,909+12.0% | $6,153+25.8% | $6,396+21.0% |
| Admin fee / account holder | $3,698 | $18,027-79.5% | $15,194-75.7% | $12,562-70.6% |