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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 | $254,402 | $183,592+38.6% | $155,574+63.5% | $145,877+74.4% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 27.58% | 61.37%-33.8pp | 64.87%-37.3pp | 551.28%-523.7pp |
| Employer contribution / active EE | $6,733 | $5,317+26.6% | $4,676+44.0% | $4,663+44.4% |
| Participant deferral / active EE | $9,621 | $6,466+48.8% | $5,629+70.9% | $6,691+43.8% |
| Admin fee / account holder | $1,701 | $19,316-91.2% | $15,914-89.3% | $13,402-87.3% |