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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 | $334,160 | $211,224+58.2% | $178,505+87.2% | $145,897+129.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.45% | 30.28%-14.8pp | 27.16%-11.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,484 | $4,577-45.7% | $3,955-37.2% | $4,663-46.7% |
| Participant deferral / active EE | $4,967 | $6,966-28.7% | $6,280-20.9% | $6,689-25.8% |
| Admin fee / account holder | $2,083 | $12,109-82.8% | $10,428-80.0% | $13,390-84.4% |