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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 | $287,037 | $183,627+56.3% | $155,602+84.5% | $145,978+96.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.89% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $4,186 | $5,316-21.3% | $4,675-10.5% | $4,662-10.2% |
| Participant deferral / active EE | $14,792 | $6,466+128.8% | $5,629+162.8% | $6,690+121.1% |
| Admin fee / account holder | $2,525 | $19,327-86.9% | $15,923-84.1% | $13,400-81.2% |