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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 | $264,065 | $185,856+42.1% | $170,028+55.3% | $139,456+89.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 15.77% | 60.52%-44.7pp | 53.39%-37.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $12,500 | $7,593+64.6% | $6,788+84.2% | $4,753+163.0% |
| Participant deferral / active EE | $14,000 | $11,623+20.4% | $10,409+34.5% | $6,711+108.6% |
| Admin fee / account holder | $1,183 | $15,387-92.3% | $12,820-90.8% | $11,407-89.6% |