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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 | $319,336 | $182,442+75.0% | $163,379+95.5% | $138,895+129.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 14.62% | 72.74%-58.1pp | 63.41%-48.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $8,802 | $4,159+111.6% | $3,752+134.6% | $4,194+109.9% |
| Participant deferral / active EE | $4,265 | $6,817-37.4% | $6,282-32.1% | $6,396-33.3% |
| Admin fee / account holder | $2,443 | $10,396-76.5% | $9,818-75.1% | $12,562-80.6% |