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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 | $252,812 | $151,427+67.0% | $112,860+124.0% | $154,746+63.4% |
| Participation rate | 60.0% | 69.1%-9.1pp | 66.3%-6.3pp | 80.7%-20.7pp |
| Annual return | 13.12% | 30.95%-17.8pp | 35.26%-22.1pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,627 | $2,750-4.5% | $2,206+19.1% | $4,379-40.0% |
| Participant deferral / active EE | $7,392 | $4,285+72.5% | $3,493+111.6% | $6,730+9.8% |
| Admin fee / account holder | $36,156 | $7,369+390.7% | $6,841+428.5% | $14,365+151.7% |