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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 | $315,186 | $185,312+70.1% | $161,489+95.2% | $154,746+103.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.75% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,911 | $4,769-39.0% | $4,268-31.8% | $4,379-33.5% |
| Participant deferral / active EE | $8,352 | $6,350+31.5% | $5,630+48.3% | $6,730+24.1% |
| Admin fee / account holder | $39,852 | $18,654+113.6% | $16,006+149.0% | $14,365+177.4% |