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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 | $183,516+56.4% | $155,534+84.5% | $145,884+96.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.89% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $4,186 | $5,315-21.2% | $4,675-10.5% | $4,662-10.2% |
| Participant deferral / active EE | $14,792 | $6,467+128.8% | $5,630+162.7% | $6,690+121.1% |
| Admin fee / account holder | $2,525 | $19,293-86.9% | $15,900-84.1% | $13,392-81.1% |