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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 | $265,551 | $196,972+34.8% | $182,262+45.7% | $198,609+33.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 16.74% | 158.27%-141.5pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,760 | $5,364-48.6% | $5,046-45.3% | $5,055-45.4% |
| Participant deferral / active EE | $8,437 | $8,643-2.4% | $8,276+1.9% | $6,977+20.9% |
| Admin fee / account holder | $7,252 | $18,429-60.6% | $16,712-56.6% | $19,030-61.9% |