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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 | $260,294 | $85,766+203.5% | $136,298+91.0% | $70,126+271.2% |
| Participation rate | 68.8% | 74.2%-5.3pp | 81.9%-13.1pp | 69.5%-0.7pp |
| Annual return | 19.63% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,235 | $2,966-58.4% | $4,696-73.7% | $2,343-47.3% |
| Participant deferral / active EE | $5,245 | $5,051+3.8% | $6,247-16.0% | $3,332+57.4% |
| Admin fee / account holder | $20,906 | $5,421+285.7% | $9,244+126.2% | $4,645+350.0% |