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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 | $154,228+73.7% | $145,433+84.2% | $137,256+95.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 58.01% | 74.59%-16.6pp | 66.58%-8.6pp | 220.34%-162.3pp |
| Employer contribution / active EE | $2,042 | $4,804-57.5% | $4,554-55.2% | $4,156-50.9% |
| Participant deferral / active EE | $6,703 | $8,216-18.4% | $7,897-15.1% | $6,407+4.6% |
| Admin fee / account holder | $499 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |