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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 | $285,589 | $227,399+25.6% | $189,758+50.5% | $198,609+43.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 19.93% | 61.03%-41.1pp | 52.62%-32.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,612 | $5,526-52.7% | $4,767-45.2% | $5,055-48.3% |
| Participant deferral / active EE | $8,879 | $6,837+29.9% | $5,856+51.6% | $6,977+27.3% |
| Admin fee / account holder | $1,688 | $25,162-93.3% | $20,388-91.7% | $19,030-91.1% |