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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 | $183,592+63.3% | $155,574+92.8% | $145,877+105.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.08% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $3,149 | $5,317-40.8% | $4,676-32.6% | $4,663-32.5% |
| Participant deferral / active EE | $7,840 | $6,466+21.3% | $5,629+39.3% | $6,691+17.2% |
| Admin fee / account holder | $13,664 | $19,316-29.3% | $15,914-14.1% | $13,402+2.0% |