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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 | $328,757 | $154,228+113.2% | $145,433+126.1% | $137,256+139.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.23% | 74.59%-60.4pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,098 | $4,804-14.7% | $4,554-10.0% | $4,156-1.4% |
| Participant deferral / active EE | $4,005 | $8,216-51.3% | $7,897-49.3% | $6,407-37.5% |
| Admin fee / account holder | $3,294 | $14,344-77.0% | $13,129-74.9% | $12,270-73.2% |