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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 | $262,613 | $95,664+174.5% | $76,902+241.5% | $139,487+88.3% |
| Participation rate | 58.3% | 74.0%-15.7pp | 69.6%-11.3pp | 80.3%-22.0pp |
| Annual return | 16.47% | 55.03%-38.6pp | 37.91%-21.4pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,624 | $3,147-48.4% | $2,534-35.9% | $4,755-65.8% |
| Participant deferral / active EE | $3,002 | $4,626-35.1% | $3,833-21.7% | $6,713-55.3% |
| Admin fee / account holder | $8,781 | $8,311+5.7% | $5,479+60.3% | $11,407-23.0% |