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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 | $257,063 | $154,228+66.7% | $145,433+76.8% | $137,256+87.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.36% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $11,705 | $4,804+143.6% | $4,554+157.0% | $4,156+181.6% |
| Participant deferral / active EE | $19,159 | $8,216+133.2% | $7,897+142.6% | $6,407+199.0% |
| Admin fee / account holder | $536 | $14,344-96.3% | $13,129-95.9% | $12,270-95.6% |