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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 | $255,595 | $157,296+62.5% | $141,191+81.0% | $152,897+67.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 27.89% | 64.34%-36.4pp | 71.41%-43.5pp | 345.43%-317.5pp |
| Employer contribution / active EE | $2,306 | $5,262-56.2% | $4,736-51.3% | $4,764-51.6% |
| Participant deferral / active EE | $9,505 | $7,111+33.7% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $479 | $12,125-96.0% | $10,264-95.3% | $11,599-95.9% |