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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 | $394,636 | $165,399+138.6% | $149,745+163.5% | $158,982+148.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.45% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,356 | $5,105-73.4% | $4,646-70.8% | $4,763-71.5% |
| Participant deferral / active EE | $8,860 | $7,183+23.4% | $6,843+29.5% | $5,983+48.1% |
| Admin fee / account holder | $2,270 | $10,811-79.0% | $9,312-75.6% | $11,252-79.8% |