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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 | $260,228 | $232,540+11.9% | $185,117+40.6% | $147,586+76.3% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 19.23% | 43.03%-23.8pp | 40.50%-21.3pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,237 | $5,195-76.2% | $4,182-70.4% | $4,876-74.6% |
| Participant deferral / active EE | $8,606 | $5,834+47.5% | $5,045+70.6% | $5,439+58.2% |
| Admin fee / account holder | $830 | $10,275-91.9% | $8,159-89.8% | $10,886-92.4% |