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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 | $355,340 | $196,972+80.4% | $182,262+95.0% | $198,609+78.9% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 18.23% | 158.27%-140.0pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,494 | $5,364-72.2% | $5,046-70.4% | $5,055-70.5% |
| Participant deferral / active EE | $11,750 | $8,643+36.0% | $8,276+42.0% | $6,977+68.4% |
| Admin fee / account holder | $1,526 | $18,429-91.7% | $16,712-90.9% | $19,030-92.0% |