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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 | $347,644 | $183,539+89.4% | $155,556+123.5% | $145,897+138.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.94% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,560 | $5,315-70.6% | $4,675-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $13,215 | $6,467+104.4% | $5,631+134.7% | $6,689+97.6% |
| Admin fee / account holder | $5,316 | $19,275-72.4% | $15,885-66.5% | $13,390-60.3% |