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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 | $166,131+153.7% | $164,975+155.5% | $145,877+188.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.00% | 100.37%-83.4pp | 70.12%-53.1pp | 551.28%-534.3pp |
| Employer contribution / active EE | $8,382 | $5,276+58.9% | $4,343+93.0% | $4,663+79.7% |
| Participant deferral / active EE | $18,743 | $6,962+169.2% | $6,033+210.7% | $6,691+180.1% |
| Admin fee / account holder | $12,122 | $16,648-27.2% | $12,688-4.5% | $13,402-9.5% |