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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 | $172,111+112.3% | $150,298+143.1% | $137,256+166.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $912 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $2,764 | $6,166-55.2% | $5,453-49.3% | $6,407-56.9% |
| Admin fee / account holder | $6,118 | $16,471-62.9% | $14,116-56.7% | $12,270-50.1% |