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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 | $252,217 | $58,927+328.0% | $76,823+228.3% | $72,983+245.6% |
| Participation rate | 66.7% | 67.3%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 17.85% | 2305.64%-2287.8pp | 1166.42%-1148.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $2,479 | $1,787+38.7% | $2,302+7.7% | $2,440+1.6% |
| Participant deferral / active EE | $7,827 | $2,690+190.9% | $3,336+134.7% | $3,608+117.0% |
| Admin fee / account holder | $91,468 | $4,013+2179.4% | $6,422+1324.4% | $5,124+1685.0% |