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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 | $267,960 | $102,595+161.2% | $94,057+184.9% | $154,746+73.2% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 14.13% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $966 | $3,147-69.3% | $2,933-67.1% | $4,379-77.9% |
| Participant deferral / active EE | $6,287 | $5,118+22.8% | $4,709+33.5% | $6,730-6.6% |
| Admin fee / account holder | $42,938 | $7,736+455.0% | $7,244+492.7% | $14,365+198.9% |