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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 | $413,187 | $181,062+128.2% | $158,223+161.1% | $155,188+166.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 23.86% | 57.39%-33.5pp | 52.09%-28.2pp | 148.84%-125.0pp |
| Employer contribution / active EE | $2,053 | $4,565-55.0% | $4,109-50.0% | $4,248-51.7% |
| Participant deferral / active EE | $5,500 | $6,134-10.3% | $5,467+0.6% | $6,531-15.8% |
| Admin fee / account holder | $2,704 | $18,825-85.6% | $16,047-83.2% | $14,480-81.3% |