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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 | $258,252 | $107,368+140.5% | $92,915+177.9% | $152,909+68.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 15.39% | 145.64%-130.2pp | 109.45%-94.1pp | 345.46%-330.1pp |
| Employer contribution / active EE | $3,628 | $4,222-14.1% | $3,653-0.7% | $4,764-23.8% |
| Participant deferral / active EE | $8,696 | $4,848+79.4% | $4,238+105.2% | $5,851+48.6% |
| Admin fee / account holder | $2,083 | $7,082-70.6% | $5,796-64.1% | $11,601-82.0% |