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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 | $496,332 | $196,972+152.0% | $182,262+172.3% | $198,609+149.9% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 17.58% | 158.27%-140.7pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $2,389 | $5,364-55.5% | $5,046-52.7% | $5,055-52.7% |
| Participant deferral / active EE | $5,608 | $8,643-35.1% | $8,276-32.2% | $6,977-19.6% |
| Admin fee / account holder | $1,050 | $18,429-94.3% | $16,712-93.7% | $19,030-94.5% |