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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 | $257,727 | $108,942+136.6% | $100,415+156.7% | $145,897+76.6% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 13.64% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,858 | $4,422-35.4% | $3,943-27.5% | $4,663-38.7% |
| Participant deferral / active EE | $10,856 | $8,461+28.3% | $8,091+34.2% | $6,689+62.3% |
| Admin fee / account holder | $2,413 | $9,702-75.1% | $7,906-69.5% | $13,390-82.0% |