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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 | $269,549 | $211,288+27.6% | $178,540+51.0% | $145,884+84.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.38% | 30.27%-19.9pp | 27.15%-16.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,220 | $4,574-51.5% | $3,953-43.8% | $4,662-52.4% |
| Participant deferral / active EE | $7,384 | $6,967+6.0% | $6,281+17.6% | $6,690+10.4% |
| Admin fee / account holder | $5,827 | $12,105-51.9% | $10,424-44.1% | $13,392-56.5% |