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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 | $313,144 | $174,379+79.6% | $152,093+105.9% | $138,895+125.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 25.13% | 74.86%-49.7pp | 66.36%-41.2pp | 145.39%-120.3pp |
| Employer contribution / active EE | $25,016 | $4,652+437.8% | $4,175+499.2% | $4,194+496.4% |
| Participant deferral / active EE | $15,522 | $6,159+152.0% | $5,451+184.7% | $6,396+142.7% |
| Admin fee / account holder | $2,708 | $16,880-84.0% | $14,497-81.3% | $12,562-78.4% |