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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 | $291,840 | $148,629+96.4% | $135,982+114.6% | $139,487+109.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.94% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,736 | $5,247-66.9% | $4,859-64.3% | $4,755-63.5% |
| Participant deferral / active EE | $2,822 | $8,102-65.2% | $7,760-63.6% | $6,713-58.0% |
| Admin fee / account holder | $3,371 | $12,406-72.8% | $10,767-68.7% | $11,407-70.4% |