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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 | $183,539+38.6% | $155,556+63.5% | $145,897+74.4% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 27.58% | 61.31%-33.7pp | 64.84%-37.3pp | 552.29%-524.7pp |
| Employer contribution / active EE | $6,733 | $5,315+26.7% | $4,675+44.0% | $4,663+44.4% |
| Participant deferral / active EE | $9,621 | $6,467+48.8% | $5,631+70.9% | $6,689+43.8% |
| Admin fee / account holder | $1,701 | $19,275-91.2% | $15,885-89.3% | $13,390-87.3% |