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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 | $255,392 | $166,131+53.7% | $164,975+54.8% | $145,877+75.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.36% | 100.37%-87.0pp | 70.12%-56.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,172 | $5,276-77.8% | $4,343-73.0% | $4,663-74.9% |
| Participant deferral / active EE | $20,333 | $6,962+192.1% | $6,033+237.0% | $6,691+203.9% |
| Admin fee / account holder | $8,189 | $16,648-50.8% | $12,688-35.5% | $13,402-38.9% |