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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 | $299,881 | $183,539+63.4% | $155,556+92.8% | $145,897+105.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.08% | 61.31%-52.2pp | 64.84%-55.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,149 | $5,315-40.7% | $4,675-32.6% | $4,663-32.5% |
| Participant deferral / active EE | $7,840 | $6,467+21.2% | $5,631+39.2% | $6,689+17.2% |
| Admin fee / account holder | $13,664 | $19,275-29.1% | $15,885-14.0% | $13,390+2.0% |