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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 | $266,333 | $211,224+26.1% | $178,505+49.2% | $145,897+82.5% |
| Participation rate | 45.8% | 80.8%-35.0pp | 77.1%-31.3pp | 80.3%-34.5pp |
| Annual return | 17.21% | 30.28%-13.1pp | 27.16%-9.9pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,477 | $4,577-24.0% | $3,955-12.1% | $4,663-25.4% |
| Participant deferral / active EE | $3,138 | $6,966-54.9% | $6,280-50.0% | $6,689-53.1% |
| Admin fee / account holder | $5,393 | $12,109-55.5% | $10,428-48.3% | $13,390-59.7% |