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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 | $250,604 | $91,525+173.8% | $130,026+92.7% | $75,181+233.3% |
| Participation rate | 67.9% | 71.4%-3.6pp | 78.5%-10.6pp | 67.2%+0.7pp |
| Annual return | 13.10% | -631.40%+644.5pp | -137.26%+150.4pp | 160.69%-147.6pp |
| Employer contribution / active EE | $3,380 | $2,844+18.9% | $4,321-21.8% | $2,671+26.6% |
| Participant deferral / active EE | $4,782 | $4,342+10.1% | $5,821-17.8% | $4,126+15.9% |
| Admin fee / account holder | $7,268 | $6,778+7.2% | $10,608-31.5% | $5,650+28.6% |