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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 | $211,239+58.2% | $178,528+87.2% | $145,877+129.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.45% | 30.22%-14.8pp | 27.11%-11.7pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,484 | $4,570-45.7% | $3,950-37.1% | $4,663-46.7% |
| Participant deferral / active EE | $4,967 | $6,963-28.7% | $6,278-20.9% | $6,691-25.8% |
| Admin fee / account holder | $2,083 | $12,095-82.8% | $10,419-80.0% | $13,402-84.5% |