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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 | $260,937 | $63,346+311.9% | $92,240+182.9% | $70,126+272.1% |
| Participation rate | 56.3% | 68.7%-12.4pp | 76.5%-20.2pp | 69.5%-13.3pp |
| Annual return | 17.31% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,551 | $2,471+3.2% | $3,680-30.7% | $2,343+8.9% |
| Participant deferral / active EE | $5,293 | $2,854+85.5% | $3,897+35.8% | $3,332+58.9% |
| Admin fee / account holder | $2,462 | $3,841-35.9% | $5,194-52.6% | $4,645-47.0% |