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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 | $253,485 | $105,200+141.0% | $159,474+59.0% | $85,847+195.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 13.96% | 45.08%-31.1pp | 263.68%-249.7pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,238 | $3,319-32.6% | $4,831-53.7% | $2,565-12.8% |
| Participant deferral / active EE | $6,415 | $5,946+7.9% | $7,353-12.8% | $3,952+62.3% |
| Admin fee / account holder | $1,525 | $6,934-78.0% | $10,802-85.9% | $6,261-75.6% |