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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 | $265,936 | $211,239+25.9% | $178,528+49.0% | $145,877+82.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 19.04% | 30.22%-11.2pp | 27.11%-8.1pp | 551.28%-532.2pp |
| Employer contribution / active EE | $962 | $4,570-79.0% | $3,950-75.6% | $4,663-79.4% |
| Participant deferral / active EE | $3,608 | $6,963-48.2% | $6,278-42.5% | $6,691-46.1% |
| Admin fee / account holder | $3,529 | $12,095-70.8% | $10,419-66.1% | $13,402-73.7% |