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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 | $255,100 | $102,429+149.1% | $147,096+73.4% | $80,925+215.2% |
| Participation rate | 65.5% | 75.9%-10.3pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 14.86% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,475 | $3,716-6.5% | $4,936-29.6% | $2,756+26.1% |
| Participant deferral / active EE | $13,870 | $6,649+108.6% | $8,071+71.8% | $4,299+222.7% |
| Admin fee / account holder | $2,058 | $7,957-74.1% | $13,005-84.2% | $6,940-70.4% |