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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 | $298,962 | $123,155+142.8% | $108,753+174.9% | $155,188+92.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 20.21% | 44.73%-24.5pp | 37.47%-17.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,631 | $2,811-42.0% | $2,427-32.8% | $4,248-61.6% |
| Participant deferral / active EE | $7,956 | $4,623+72.1% | $4,115+93.3% | $6,531+21.8% |
| Admin fee / account holder | $9,879 | $12,126-18.5% | $10,320-4.3% | $14,480-31.8% |