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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 | $281,607 | $227,597+23.7% | $189,575+48.5% | $167,536+68.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 20.57% | 78.44%-57.9pp | 64.19%-43.6pp | 478.82%-458.2pp |
| Employer contribution / active EE | $2,684 | $5,316-49.5% | $4,412-39.2% | $4,839-44.5% |
| Participant deferral / active EE | $5,367 | $7,002-23.4% | $6,174-13.1% | $6,342-15.4% |
| Admin fee / account holder | $1,416 | $11,877-88.1% | $9,806-85.6% | $12,315-88.5% |