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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 | $251,616 | $201,372+25.0% | $184,260+36.6% | $145,884+72.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 10.36% | 29.04%-18.7pp | 28.84%-18.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,277 | $7,024-67.6% | $6,427-64.6% | $4,662-51.2% |
| Participant deferral / active EE | $16,999 | $9,808+73.3% | $9,133+86.1% | $6,690+154.1% |
| Admin fee / account holder | $149,903 | $16,362+816.2% | $13,898+978.6% | $13,392+1019.4% |