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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 | $265,592 | $289,211-8.2% | $260,467+2.0% | $198,609+33.7% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 5.61% | 112.90%-107.3pp | 100.60%-95.0pp | 202.70%-197.1pp |
| Employer contribution / active EE | $4,157 | $4,663-10.9% | $4,239-1.9% | $5,055-17.8% |
| Participant deferral / active EE | $16,626 | $6,812+144.1% | $6,319+163.1% | $6,977+138.3% |
| Admin fee / account holder | $61,865 | $16,236+281.0% | $15,461+300.1% | $19,030+225.1% |