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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 | $299,495 | $182,442+64.2% | $163,379+83.3% | $138,895+115.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 12.34% | 72.74%-60.4pp | 63.41%-51.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,573 | $4,159-62.2% | $3,752-58.1% | $4,194-62.5% |
| Participant deferral / active EE | $9,719 | $6,817+42.6% | $6,282+54.7% | $6,396+52.0% |
| Admin fee / account holder | $9,279 | $10,396-10.7% | $9,818-5.5% | $12,562-26.1% |