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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 | $252,929 | $183,592+37.8% | $155,574+62.6% | $145,877+73.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.61% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,909 | $5,317-64.1% | $4,676-59.2% | $4,663-59.1% |
| Participant deferral / active EE | $2,917 | $6,466-54.9% | $5,629-48.2% | $6,691-56.4% |
| Admin fee / account holder | $1,333 | $19,316-93.1% | $15,914-91.6% | $13,402-90.1% |