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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 | $252,447 | $101,618+148.4% | $93,063+171.3% | $137,256+83.9% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 11.96% | 223.95%-212.0pp | 34.15%-22.2pp | 220.34%-208.4pp |
| Employer contribution / active EE | $12,509 | $2,707+362.1% | $2,476+405.2% | $4,156+201.0% |
| Participant deferral / active EE | $7,410 | $4,279+73.2% | $3,958+87.2% | $6,407+15.7% |
| Admin fee / account holder | $2,463 | $6,198-60.3% | $6,033-59.2% | $12,270-79.9% |