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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 | $253,765 | $162,821+55.9% | $133,978+89.4% | $158,982+59.6% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 15.81% | 41.95%-26.1pp | 45.10%-29.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $2,173 | $4,976-56.3% | $3,919-44.5% | $4,763-54.4% |
| Participant deferral / active EE | $8,667 | $5,910+46.6% | $5,047+71.7% | $5,983+44.8% |
| Admin fee / account holder | $2,246 | $11,742-80.9% | $8,930-74.8% | $11,252-80.0% |