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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 | $256,419 | $183,539+39.7% | $155,556+64.8% | $145,897+75.8% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 17.96% | 61.31%-43.3pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,536 | $5,315-71.1% | $4,675-67.1% | $4,663-67.1% |
| Participant deferral / active EE | $2,671 | $6,467-58.7% | $5,631-52.6% | $6,689-60.1% |
| Admin fee / account holder | $4,535 | $19,275-76.5% | $15,885-71.5% | $13,390-66.1% |