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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 | $326,197 | $183,516+77.7% | $155,534+109.7% | $145,884+123.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.59% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,222 | $5,315-39.4% | $4,675-31.1% | $4,662-30.9% |
| Participant deferral / active EE | $4,474 | $6,467-30.8% | $5,630-20.5% | $6,690-33.1% |
| Admin fee / account holder | $2,471 | $19,293-87.2% | $15,900-84.5% | $13,392-81.6% |