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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 | $183,592+52.0% | $155,574+79.4% | $145,877+91.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.93% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,689 | $5,317-49.4% | $4,676-42.5% | $4,663-42.3% |
| Participant deferral / active EE | $7,237 | $6,466+11.9% | $5,629+28.6% | $6,691+8.2% |
| Admin fee / account holder | $8,134 | $19,316-57.9% | $15,914-48.9% | $13,402-39.3% |