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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 | $365,379 | $174,379+109.5% | $152,093+140.2% | $138,895+163.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.29% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $912 | $4,652-80.4% | $4,175-78.1% | $4,194-78.2% |
| Participant deferral / active EE | $2,764 | $6,159-55.1% | $5,451-49.3% | $6,396-56.8% |
| Admin fee / account holder | $6,118 | $16,880-63.8% | $14,497-57.8% | $12,562-51.3% |