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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 | $254,759+0.5% | $216,567+18.3% | $198,609+29.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 9.81% | 10.04%-0.2pp | 12.94%-3.1pp | 202.70%-192.9pp |
| Employer contribution / active EE | $1,931 | $6,096-68.3% | $5,216-63.0% | $5,055-61.8% |
| Participant deferral / active EE | $11,135 | $6,948+60.3% | $6,191+79.9% | $6,977+59.6% |
| Admin fee / account holder | $55,556 | $26,311+111.1% | $21,981+152.7% | $19,030+191.9% |