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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 | $278,166 | $108,897+155.4% | $100,378+177.1% | $145,877+90.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.21% | 58.17%-42.0pp | 49.41%-33.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,648 | $4,420-62.7% | $3,942-58.2% | $4,663-64.6% |
| Participant deferral / active EE | $6,132 | $8,455-27.5% | $8,087-24.2% | $6,691-8.4% |
| Admin fee / account holder | $1,874 | $9,690-80.7% | $7,899-76.3% | $13,402-86.0% |