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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 | $253,812 | $106,923+137.4% | $84,023+202.1% | $152,909+66.0% |
| Participation rate | 36.4% | 75.3%-38.9pp | 69.0%-32.7pp | 82.5%-46.1pp |
| Annual return | 20.64% | 105.02%-84.4pp | 71.32%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $4,246 | $2,735+55.2% | $1,984+114.0% | $4,764-10.9% |
| Participant deferral / active EE | $6,329 | $4,013+57.7% | $3,239+95.4% | $5,851+8.2% |
| Admin fee / account holder | $4,671 | $8,289-43.6% | $6,102-23.4% | $11,601-59.7% |