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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 | $251,874 | $102,938+144.7% | $94,105+167.7% | $138,895+81.3% |
| Participation rate | 37.5% | 74.6%-37.1pp | 71.9%-34.4pp | 79.9%-42.4pp |
| Annual return | 19.14% | 250.28%-231.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,716 | $2,732-37.2% | $2,504-31.5% | $4,194-59.1% |
| Participant deferral / active EE | $5,710 | $4,196+36.1% | $3,881+47.1% | $6,396-10.7% |
| Admin fee / account holder | $1,174 | $6,600-82.2% | $6,199-81.1% | $12,562-90.7% |