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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 | $256,110 | $199,109+28.6% | $173,730+47.4% | $154,746+65.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 9.81% | 20.02%-10.2pp | 19.96%-10.1pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,931 | $5,311-63.7% | $4,577-57.8% | $4,379-55.9% |
| Participant deferral / active EE | $11,135 | $7,113+56.6% | $6,326+76.0% | $6,730+65.4% |
| Admin fee / account holder | $55,556 | $20,916+165.6% | $17,523+217.0% | $14,365+286.7% |