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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 | $260,186 | $129,737+100.5% | $119,126+118.4% | $154,746+68.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.38% | 379.08%-361.7pp | 282.11%-264.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,791 | $4,375-36.2% | $4,034-30.8% | $4,379-36.3% |
| Participant deferral / active EE | $8,093 | $5,842+38.5% | $5,318+52.2% | $6,730+20.2% |
| Admin fee / account holder | $1,982 | $11,961-83.4% | $10,693-81.5% | $14,365-86.2% |