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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 | $162,136+102.8% | $152,301+115.9% | $154,746+112.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.23% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,098 | $4,890-16.2% | $4,624-11.4% | $4,379-6.4% |
| Participant deferral / active EE | $4,005 | $8,341-52.0% | $8,004-50.0% | $6,730-40.5% |
| Admin fee / account holder | $3,294 | $15,759-79.1% | $14,398-77.1% | $14,365-77.1% |