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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 | $260,275 | $166,020+56.8% | $164,866+57.9% | $145,959+78.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.04% | 100.08%-81.0pp | 69.97%-50.9pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,287 | $5,275-75.6% | $4,343-70.4% | $4,661-72.4% |
| Participant deferral / active EE | $5,472 | $6,961-21.4% | $6,033-9.3% | $6,689-18.2% |
| Admin fee / account holder | $1,231 | $16,644-92.6% | $12,689-90.3% | $13,398-90.8% |