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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 | $328,524 | $172,111+90.9% | $150,298+118.6% | $137,256+139.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.49% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,339 | $4,636+58.3% | $4,154+76.7% | $4,156+76.6% |
| Participant deferral / active EE | $4,505 | $6,166-26.9% | $5,453-17.4% | $6,407-29.7% |
| Admin fee / account holder | $1,249 | $16,471-92.4% | $14,116-91.2% | $12,270-89.8% |