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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 | $258,883 | $183,592+41.0% | $155,574+66.4% | $145,877+77.5% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.5pp | 80.3%-53.6pp |
| Annual return | 18.56% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,926 | $5,317-63.8% | $4,676-58.8% | $4,663-58.7% |
| Participant deferral / active EE | $3,614 | $6,466-44.1% | $5,629-35.8% | $6,691-46.0% |
| Admin fee / account holder | $2,892 | $19,316-85.0% | $15,914-81.8% | $13,402-78.4% |