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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 | $254,381 | $165,399+53.8% | $149,745+69.9% | $158,982+60.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 9.80% | 348.34%-338.5pp | 276.72%-266.9pp | 302.99%-293.2pp |
| Employer contribution / active EE | $2,142 | $5,105-58.0% | $4,646-53.9% | $4,763-55.0% |
| Participant deferral / active EE | $4,334 | $7,183-39.7% | $6,843-36.7% | $5,983-27.6% |
| Admin fee / account holder | $3,253 | $10,811-69.9% | $9,312-65.1% | $11,252-71.1% |