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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 | $269,627 | $157,276+71.4% | $141,177+91.0% | $152,885+76.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.62% | 64.33%-40.7pp | 71.40%-47.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $3,203 | $5,262-39.1% | $4,736-32.4% | $4,763-32.8% |
| Participant deferral / active EE | $8,679 | $7,110+22.1% | $6,710+29.4% | $5,851+48.3% |
| Admin fee / account holder | $690 | $12,123-94.3% | $10,263-93.3% | $11,598-94.0% |