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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 | $320,279 | $197,603+62.1% | $177,827+80.1% | $158,950+101.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.52% | 58.76%-45.2pp | 48.32%-34.8pp | 302.91%-289.4pp |
| Employer contribution / active EE | $4,058 | $6,698-39.4% | $5,918-31.4% | $4,762-14.8% |
| Participant deferral / active EE | $8,671 | $8,404+3.2% | $7,713+12.4% | $5,983+44.9% |
| Admin fee / account holder | $1,086 | $15,402-93.0% | $12,429-91.3% | $11,248-90.3% |