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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 | $257,613 | $208,088+23.8% | $186,193+38.4% | $154,746+66.5% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 18.12% | 89.97%-71.9pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,209 | $4,340-72.1% | $3,918-69.1% | $4,379-72.4% |
| Participant deferral / active EE | $9,081 | $7,078+28.3% | $6,513+39.4% | $6,730+34.9% |
| Admin fee / account holder | $11,518 | $11,698-1.5% | $11,058+4.2% | $14,365-19.8% |