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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 | $321,193 | $172,111+86.6% | $150,298+113.7% | $137,256+134.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.60% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,045 | $4,636-55.9% | $4,154-50.8% | $4,156-50.8% |
| Participant deferral / active EE | $6,079 | $6,166-1.4% | $5,453+11.5% | $6,407-5.1% |
| Admin fee / account holder | $12,526 | $16,471-24.0% | $14,116-11.3% | $12,270+2.1% |