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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 | $256,571 | $157,276+63.1% | $141,177+81.7% | $152,885+67.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 19.52% | 64.33%-44.8pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $2,639 | $5,262-49.8% | $4,736-44.3% | $4,763-44.6% |
| Participant deferral / active EE | $11,186 | $7,110+57.3% | $6,710+66.7% | $5,851+91.2% |
| Admin fee / account holder | $1,578 | $12,123-87.0% | $10,263-84.6% | $11,598-86.4% |