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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 | $347,292 | $183,592+89.2% | $155,574+123.2% | $145,877+138.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.65% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,214 | $5,317-58.4% | $4,676-52.7% | $4,663-52.5% |
| Participant deferral / active EE | $8,395 | $6,466+29.8% | $5,629+49.1% | $6,691+25.5% |
| Admin fee / account holder | $6,882 | $19,316-64.4% | $15,914-56.8% | $13,402-48.7% |