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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 | $253,721 | $60,139+321.9% | $90,461+180.5% | $79,856+217.7% |
| Participation rate | 68.8% | 65.0%+3.8pp | 72.7%-3.9pp | 69.6%-0.9pp |
| Annual return | 15.19% | 71.96%-56.8pp | 1294.76%-1279.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,330 | $2,069-35.7% | $3,264-59.3% | $2,471-46.2% |
| Participant deferral / active EE | $6,372 | $2,939+116.8% | $3,964+60.7% | $3,741+70.4% |
| Admin fee / account holder | $1,952 | $3,978-50.9% | $5,617-65.3% | $5,306-63.2% |