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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 | $296,449 | $196,972+50.5% | $182,262+62.7% | $198,609+49.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 16.10% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,469 | $5,364-35.3% | $5,046-31.2% | $5,055-31.4% |
| Participant deferral / active EE | $3,948 | $8,643-54.3% | $8,276-52.3% | $6,977-43.4% |
| Admin fee / account holder | $1,526 | $18,429-91.7% | $16,712-90.9% | $19,030-92.0% |