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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 | $250,345 | $168,635+48.5% | $147,617+69.6% | $125,389+99.7% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | 2.24% | 77.65%-75.4pp | 61.98%-59.7pp | 282.24%-280.0pp |
| Employer contribution / active EE | $2,276 | $6,252-63.6% | $5,564-59.1% | $4,866-53.2% |
| Participant deferral / active EE | $7,626 | $5,507+38.5% | $4,895+55.8% | $5,352+42.5% |
| Admin fee / account holder | $5,875 | $13,580-56.7% | $11,612-49.4% | $9,541-38.4% |