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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 | $311,350 | $125,778+147.5% | $114,563+171.8% | $154,746+101.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 18.04% | 295.14%-277.1pp | 241.09%-223.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,369 | $2,806-15.6% | $2,592-8.6% | $4,379-45.9% |
| Participant deferral / active EE | $14,576 | $4,445+228.0% | $4,142+251.9% | $6,730+116.6% |
| Admin fee / account holder | $2,697 | $8,190-67.1% | $7,623-64.6% | $14,365-81.2% |