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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 | $280,305 | $157,276+78.2% | $141,177+98.5% | $152,885+83.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 26.82% | 64.33%-37.5pp | 71.40%-44.6pp | 345.39%-318.6pp |
| Employer contribution / active EE | $2,096 | $5,262-60.2% | $4,736-55.7% | $4,763-56.0% |
| Participant deferral / active EE | $9,318 | $7,110+31.0% | $6,710+38.9% | $5,851+59.3% |
| Admin fee / account holder | $2,069 | $12,123-82.9% | $10,263-79.8% | $11,598-82.2% |