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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 | $256,380 | $174,379+47.0% | $152,093+68.6% | $138,895+84.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 19.80% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,881 | $4,652-59.6% | $4,175-54.9% | $4,194-55.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $50,739 | $16,880+200.6% | $14,497+250.0% | $12,562+303.9% |