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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 | $183,516+37.8% | $155,534+62.6% | $145,884+73.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 18.61% | 61.43%-42.8pp | 64.92%-46.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $1,909 | $5,315-64.1% | $4,675-59.2% | $4,662-59.1% |
| Participant deferral / active EE | $2,917 | $6,467-54.9% | $5,630-48.2% | $6,690-56.4% |
| Admin fee / account holder | $1,333 | $19,293-93.1% | $15,900-91.6% | $13,392-90.0% |