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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 | $257,188 | $178,174+44.3% | $156,181+64.7% | $137,256+87.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 10.22% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,309 | $4,972-73.7% | $4,294-69.5% | $4,156-68.5% |
| Participant deferral / active EE | $4,144 | $6,888-39.8% | $6,132-32.4% | $6,407-35.3% |
| Admin fee / account holder | $28,152 | $17,404+61.8% | $14,586+93.0% | $12,270+129.4% |