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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 | $263,598 | $167,362+57.5% | $143,799+83.3% | $134,532+95.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | 9.55% | 0.47%+9.1pp | -0.04%+9.6pp | 418.27%-408.7pp |
| Employer contribution / active EE | $2,969 | $5,620-47.2% | $4,952-40.1% | $4,741-37.4% |
| Participant deferral / active EE | $5,501 | $6,447-14.7% | $5,638-2.4% | $6,401-14.1% |
| Admin fee / account holder | $9,626 | $18,094-46.8% | $14,677-34.4% | $11,429-15.8% |