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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 | $322,481 | $185,905+73.5% | $170,057+89.6% | $139,487+131.2% |
| Participation rate | 47.4% | 87.8%-40.4pp | 87.0%-39.6pp | 80.3%-33.0pp |
| Annual return | 15.49% | 60.56%-45.1pp | 53.42%-37.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $4,894 | $7,597-35.6% | $6,790-27.9% | $4,755+2.9% |
| Participant deferral / active EE | $8,129 | $11,627-30.1% | $10,411-21.9% | $6,713+21.1% |
| Admin fee / account holder | $5,488 | $15,397-64.4% | $12,826-57.2% | $11,407-51.9% |