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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 | $258,197 | $201,344+28.2% | $184,243+40.1% | $145,877+77.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.51% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,463 | $7,022-64.9% | $6,427-61.7% | $4,663-47.2% |
| Participant deferral / active EE | $5,687 | $9,807-42.0% | $9,132-37.7% | $6,691-15.0% |
| Admin fee / account holder | $21,472 | $16,382+31.1% | $13,914+54.3% | $13,402+60.2% |