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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 | $334,054 | $210,698+58.5% | $178,014+87.7% | $145,959+128.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.40% | 386.27%-375.9pp | 294.80%-284.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,156 | $4,567-52.8% | $3,950-45.4% | $4,661-53.7% |
| Participant deferral / active EE | $11,119 | $6,958+59.8% | $6,276+77.2% | $6,689+66.2% |
| Admin fee / account holder | $2,464 | $12,016-79.5% | $10,362-76.2% | $13,398-81.6% |