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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 | $257,304 | $208,088+23.7% | $186,193+38.2% | $154,746+66.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 15.21% | 89.97%-74.8pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $453 | $4,340-89.6% | $3,918-88.4% | $4,379-89.7% |
| Participant deferral / active EE | $2,756 | $7,078-61.1% | $6,513-57.7% | $6,730-59.1% |
| Admin fee / account holder | $4,265 | $11,698-63.5% | $11,058-61.4% | $14,365-70.3% |