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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 | $183,592+40.5% | $155,574+65.9% | $145,877+76.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.34% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,434 | $5,317-73.0% | $4,676-69.3% | $4,663-69.2% |
| Participant deferral / active EE | $6,748 | $6,466+4.4% | $5,629+19.9% | $6,691+0.9% |
| Admin fee / account holder | $2,515 | $19,316-87.0% | $15,914-84.2% | $13,402-81.2% |