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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 | $315,876 | $172,111+83.5% | $150,298+110.2% | $137,256+130.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.79% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,000 | $4,636-13.7% | $4,154-3.7% | $4,156-3.8% |
| Participant deferral / active EE | $11,750 | $6,166+90.6% | $5,453+115.5% | $6,407+83.4% |
| Admin fee / account holder | $1,479 | $16,471-91.0% | $14,116-89.5% | $12,270-88.0% |