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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 | $455,623 | $183,539+148.2% | $155,556+192.9% | $145,897+212.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.47% | 61.31%-50.8pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,530 | $5,315-52.4% | $4,675-45.9% | $4,663-45.7% |
| Participant deferral / active EE | $11,484 | $6,467+77.6% | $5,631+104.0% | $6,689+71.7% |
| Admin fee / account holder | $6,124 | $19,275-68.2% | $15,885-61.4% | $13,390-54.3% |