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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 | $155,555+72.2% | $146,866+82.4% | $155,188+72.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 58.01% | 115.41%-57.4pp | 102.85%-44.8pp | 148.84%-90.8pp |
| Employer contribution / active EE | $2,042 | $4,647-56.1% | $4,425-53.8% | $4,248-51.9% |
| Participant deferral / active EE | $6,703 | $8,044-16.7% | $7,759-13.6% | $6,531+2.6% |
| Admin fee / account holder | $499 | $14,755-96.6% | $13,620-96.3% | $14,480-96.6% |