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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 | $260,055 | $114,119+127.9% | $107,187+142.6% | $138,895+87.2% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 79.9%-23.7pp |
| Annual return | 11.46% | 273.21%-261.7pp | 204.55%-193.1pp | 145.39%-133.9pp |
| Employer contribution / active EE | $901 | $4,059-77.8% | $3,782-76.2% | $4,194-78.5% |
| Participant deferral / active EE | $7,372 | $5,538+33.1% | $5,096+44.7% | $6,396+15.3% |
| Admin fee / account holder | $11,713 | $10,024+16.9% | $9,162+27.8% | $12,562-6.8% |