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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 | $383,900 | $183,516+109.2% | $155,534+146.8% | $145,884+163.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 11.52% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,970 | $5,315-44.1% | $4,675-36.5% | $4,662-36.3% |
| Participant deferral / active EE | $7,115 | $6,467+10.0% | $5,630+26.4% | $6,690+6.4% |
| Admin fee / account holder | $128,737 | $19,293+567.3% | $15,900+709.7% | $13,392+861.3% |