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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 | $377,039 | $183,627+105.3% | $155,602+142.3% | $145,978+158.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.03% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,142 | $5,316-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $7,419 | $6,466+14.7% | $5,629+31.8% | $6,690+10.9% |
| Admin fee / account holder | $8,746 | $19,327-54.7% | $15,923-45.1% | $13,400-34.7% |