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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 | $429,869 | $227,399+89.0% | $189,758+126.5% | $198,609+116.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 16.69% | 61.03%-44.3pp | 52.62%-35.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,852 | $5,526-66.5% | $4,767-61.1% | $5,055-63.4% |
| Participant deferral / active EE | $9,308 | $6,837+36.1% | $5,856+59.0% | $6,977+33.4% |
| Admin fee / account holder | $18,904 | $25,162-24.9% | $20,388-7.3% | $19,030-0.7% |