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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 | $385,441 | $211,288+82.4% | $178,540+115.9% | $145,884+164.2% |
| Participation rate | 64.7% | 80.8%-16.1pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 22.96% | 30.27%-7.3pp | 27.15%-4.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $1,982 | $4,574-56.7% | $3,953-49.9% | $4,662-57.5% |
| Participant deferral / active EE | $5,382 | $6,967-22.7% | $6,281-14.3% | $6,690-19.5% |
| Admin fee / account holder | $13,007 | $12,105+7.4% | $10,424+24.8% | $13,392-2.9% |