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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 | $273,132 | $152,619+79.0% | $125,195+118.2% | $152,909+78.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 18.66% | 54.85%-36.2pp | 43.79%-25.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $15,782 | $4,947+219.0% | $3,866+308.2% | $4,764+231.3% |
| Participant deferral / active EE | $11,416 | $5,869+94.5% | $4,937+131.2% | $5,851+95.1% |
| Admin fee / account holder | $47,731 | $13,437+255.2% | $9,704+391.9% | $11,601+311.5% |