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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 | $421,511 | $166,268+153.5% | $165,100+155.3% | $145,897+188.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.00% | 100.52%-83.5pp | 70.21%-53.2pp | 552.29%-535.3pp |
| Employer contribution / active EE | $8,382 | $5,284+58.6% | $4,348+92.8% | $4,663+79.8% |
| Participant deferral / active EE | $18,743 | $6,964+169.1% | $6,035+210.6% | $6,689+180.2% |
| Admin fee / account holder | $12,122 | $16,659-27.2% | $12,696-4.5% | $13,390-9.5% |