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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 | $258,036 | $183,539+40.6% | $155,556+65.9% | $145,897+76.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.34% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,434 | $5,315-73.0% | $4,675-69.3% | $4,663-69.2% |
| Participant deferral / active EE | $6,748 | $6,467+4.3% | $5,631+19.8% | $6,689+0.9% |
| Admin fee / account holder | $2,515 | $19,275-87.0% | $15,885-84.2% | $13,390-81.2% |