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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 | $263,258 | $86,288+205.1% | $111,306+136.5% | $85,851+206.6% |
| Participation rate | 41.1% | 73.3%-32.3pp | 77.3%-36.2pp | 69.3%-28.2pp |
| Annual return | 12.66% | 19.99%-7.3pp | 54.67%-42.0pp | 318.63%-306.0pp |
| Employer contribution / active EE | $1,621 | $2,044-20.7% | $2,732-40.7% | $2,565-36.8% |
| Participant deferral / active EE | $3,348 | $3,641-8.1% | $4,488-25.4% | $3,952-15.3% |
| Admin fee / account holder | $12,270 | $8,189+49.8% | $7,966+54.0% | $6,261+96.0% |