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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 | $185,312+73.3% | $161,489+98.9% | $154,746+107.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.60% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,045 | $4,769-57.1% | $4,268-52.1% | $4,379-53.3% |
| Participant deferral / active EE | $6,079 | $6,350-4.3% | $5,630+8.0% | $6,730-9.7% |
| Admin fee / account holder | $12,526 | $18,654-32.9% | $16,006-21.7% | $14,365-12.8% |