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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 | $266,501 | $162,136+64.4% | $152,301+75.0% | $154,746+72.2% |
| Participation rate | 46.2% | 84.1%-38.0pp | 82.4%-36.3pp | 80.7%-34.5pp |
| Annual return | 16.49% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,149 | $4,890-76.5% | $4,624-75.1% | $4,379-73.8% |
| Participant deferral / active EE | $10,654 | $8,341+27.7% | $8,004+33.1% | $6,730+58.3% |
| Admin fee / account holder | $494 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |