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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 | $261,664 | $201,370+29.9% | $184,256+42.0% | $145,897+79.3% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.8pp |
| Annual return | 9.62% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,082 | $7,024-70.4% | $6,427-67.6% | $4,663-55.4% |
| Participant deferral / active EE | $5,033 | $9,808-48.7% | $9,133-44.9% | $6,689-24.8% |
| Admin fee / account holder | $4,368 | $16,364-73.3% | $13,899-68.6% | $13,390-67.4% |