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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 | $329,220 | $178,174+84.8% | $156,181+110.8% | $137,256+139.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 15.09% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,088 | $4,972-58.0% | $4,294-51.4% | $4,156-49.8% |
| Participant deferral / active EE | $7,996 | $6,888+16.1% | $6,132+30.4% | $6,407+24.8% |
| Admin fee / account holder | $11,491 | $17,404-34.0% | $14,586-21.2% | $12,270-6.3% |