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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 | $284,174 | $275,752+3.1% | $256,809+10.7% | $198,609+43.1% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 16.21% | 34.81%-18.6pp | 32.73%-16.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $3,218 | $7,721-58.3% | $7,263-55.7% | $5,055-36.4% |
| Participant deferral / active EE | $8,887 | $10,037-11.5% | $9,520-6.6% | $6,977+27.4% |
| Admin fee / account holder | $83,557 | $25,716+224.9% | $25,146+232.3% | $19,030+339.1% |