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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 | $442,902 | $183,592+141.2% | $155,574+184.7% | $145,877+203.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.44% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,375 | $5,317-55.3% | $4,676-49.2% | $4,663-49.1% |
| Participant deferral / active EE | $15,000 | $6,466+132.0% | $5,629+166.5% | $6,691+124.2% |
| Admin fee / account holder | $9,128 | $19,316-52.7% | $15,914-42.6% | $13,402-31.9% |