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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 | $299,497 | $157,296+90.4% | $141,191+112.1% | $152,897+95.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.39% | 64.34%-40.0pp | 71.41%-47.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $2,283 | $5,262-56.6% | $4,736-51.8% | $4,764-52.1% |
| Participant deferral / active EE | $4,750 | $7,111-33.2% | $6,710-29.2% | $5,851-18.8% |
| Admin fee / account holder | $7,015 | $12,125-42.1% | $10,264-31.7% | $11,599-39.5% |