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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 | $279,127 | $183,539+52.1% | $155,556+79.4% | $145,897+91.3% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.93% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,689 | $5,315-49.4% | $4,675-42.5% | $4,663-42.3% |
| Participant deferral / active EE | $7,237 | $6,467+11.9% | $5,631+28.5% | $6,689+8.2% |
| Admin fee / account holder | $8,134 | $19,275-57.8% | $15,885-48.8% | $13,390-39.3% |