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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 | $267,300 | $162,812+64.2% | $133,971+99.5% | $158,966+68.1% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 8.45% | 41.94%-33.5pp | 45.09%-36.6pp | 302.95%-294.5pp |
| Employer contribution / active EE | $2,332 | $4,976-53.1% | $3,919-40.5% | $4,762-51.0% |
| Participant deferral / active EE | $5,899 | $5,910-0.2% | $5,047+16.9% | $5,983-1.4% |
| Admin fee / account holder | $1,549 | $11,741-86.8% | $8,929-82.7% | $11,250-86.2% |