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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 | $250,733 | $132,099+89.8% | $115,599+116.9% | $138,895+80.5% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 15.24% | 176.76%-161.5pp | 111.10%-95.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,019 | $3,416-70.2% | $2,955-65.5% | $4,194-75.7% |
| Participant deferral / active EE | $4,084 | $5,617-27.3% | $4,889-16.5% | $6,396-36.2% |
| Admin fee / account holder | $47,573 | $15,650+204.0% | $12,841+270.5% | $12,562+278.7% |