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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 | $277,323 | $165,361+67.7% | $149,715+85.2% | $158,950+74.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 32.56% | 348.24%-315.7pp | 276.66%-244.1pp | 302.91%-270.4pp |
| Employer contribution / active EE | $3,183 | $5,103-37.6% | $4,645-31.5% | $4,762-33.2% |
| Participant deferral / active EE | $20,886 | $7,182+190.8% | $6,842+205.3% | $5,983+249.1% |
| Admin fee / account holder | $524 | $10,808-95.2% | $9,310-94.4% | $11,248-95.3% |