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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 | $267,885 | $162,136+65.2% | $152,301+75.9% | $154,746+73.1% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 58.01% | 91.02%-33.0pp | 80.50%-22.5pp | 172.34%-114.3pp |
| Employer contribution / active EE | $2,042 | $4,890-58.2% | $4,624-55.8% | $4,379-53.4% |
| Participant deferral / active EE | $6,703 | $8,341-19.6% | $8,004-16.3% | $6,730-0.4% |
| Admin fee / account holder | $499 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |