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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 | $282,569 | $148,582+90.2% | $135,942+107.9% | $139,456+102.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.65% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $1,943 | $5,245-62.9% | $4,858-60.0% | $4,753-59.1% |
| Participant deferral / active EE | $10,017 | $8,101+23.6% | $7,759+29.1% | $6,711+49.3% |
| Admin fee / account holder | $1,699 | $12,402-86.3% | $10,764-84.2% | $11,407-85.1% |