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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 | $414,508 | $157,276+163.6% | $141,177+193.6% | $152,885+171.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.30% | 64.33%-42.0pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $2,864 | $5,262-45.6% | $4,736-39.5% | $4,763-39.9% |
| Participant deferral / active EE | $17,065 | $7,110+140.0% | $6,710+154.3% | $5,851+191.7% |
| Admin fee / account holder | $2,789 | $12,123-77.0% | $10,263-72.8% | $11,598-76.0% |