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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 | $266,289 | $227,597+17.0% | $189,575+40.5% | $167,536+58.9% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 11.81% | 78.44%-66.6pp | 64.19%-52.4pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,922 | $5,316-45.0% | $4,412-33.8% | $4,839-39.6% |
| Participant deferral / active EE | $10,227 | $7,002+46.1% | $6,174+65.7% | $6,342+61.2% |
| Admin fee / account holder | $3,827 | $11,877-67.8% | $9,806-61.0% | $12,315-68.9% |