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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 | $172,111+83.1% | $150,298+109.7% | $137,256+129.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.75% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,911 | $4,636-37.2% | $4,154-29.9% | $4,156-30.0% |
| Participant deferral / active EE | $8,352 | $6,166+35.5% | $5,453+53.2% | $6,407+30.4% |
| Admin fee / account holder | $39,852 | $16,471+142.0% | $14,116+182.3% | $12,270+224.8% |