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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 | $268,498 | $157,296+70.7% | $141,191+90.2% | $152,897+75.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.71% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,150 | $5,262-78.1% | $4,736-75.7% | $4,764-75.9% |
| Participant deferral / active EE | $10,367 | $7,111+45.8% | $6,710+54.5% | $5,851+77.2% |
| Admin fee / account holder | $7,133 | $12,125-41.2% | $10,264-30.5% | $11,599-38.5% |