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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 | $262,658 | $183,516+43.1% | $155,534+68.9% | $145,884+80.0% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 14.08% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,568 | $5,315-70.5% | $4,675-66.5% | $4,662-66.4% |
| Participant deferral / active EE | $4,013 | $6,467-37.9% | $5,630-28.7% | $6,690-40.0% |
| Admin fee / account holder | $48,501 | $19,293+151.4% | $15,900+205.0% | $13,392+262.2% |