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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 | $252,097 | $148,629+69.6% | $135,982+85.4% | $139,487+80.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 21.46% | 79.33%-57.9pp | 68.32%-46.9pp | 373.84%-352.4pp |
| Employer contribution / active EE | $1,692 | $5,247-67.7% | $4,859-65.2% | $4,755-64.4% |
| Participant deferral / active EE | $6,532 | $8,102-19.4% | $7,760-15.8% | $6,713-2.7% |
| Admin fee / account holder | $333 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |