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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 | $253,555 | $114,119+122.2% | $107,187+136.6% | $138,895+82.6% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 14.72% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,287 | $4,059-43.7% | $3,782-39.5% | $4,194-45.5% |
| Participant deferral / active EE | $7,478 | $5,538+35.0% | $5,096+46.8% | $6,396+16.9% |
| Admin fee / account holder | $626 | $10,024-93.8% | $9,162-93.2% | $12,562-95.0% |