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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 | $356,383 | $201,264+77.1% | $184,185+93.5% | $145,978+144.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.09% | 29.00%-9.9pp | 28.81%-9.7pp | 550.52%-531.4pp |
| Employer contribution / active EE | $2,600 | $7,021-63.0% | $6,426-59.5% | $4,662-44.2% |
| Participant deferral / active EE | $15,642 | $9,806+59.5% | $9,132+71.3% | $6,690+133.8% |
| Admin fee / account holder | $1,144 | $16,376-93.0% | $13,909-91.8% | $13,400-91.5% |