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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 | $211,224+58.2% | $178,505+87.1% | $145,897+129.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.40% | 30.28%-19.9pp | 27.16%-16.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,156 | $4,577-52.9% | $3,955-45.5% | $4,663-53.8% |
| Participant deferral / active EE | $11,119 | $6,966+59.6% | $6,280+77.0% | $6,689+66.2% |
| Admin fee / account holder | $2,464 | $12,109-79.7% | $10,428-76.4% | $13,390-81.6% |