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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 | $315,456 | $142,354+121.6% | $125,529+151.3% | $155,188+103.3% |
| Participation rate | 53.3% | 78.1%-24.7pp | 74.7%-21.4pp | 80.8%-27.5pp |
| Annual return | 10.50% | 306.06%-295.6pp | 202.56%-192.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $2,646 | $3,501-24.4% | $3,058-13.5% | $4,248-37.7% |
| Participant deferral / active EE | $9,200 | $5,491+67.6% | $4,813+91.2% | $6,531+40.9% |
| Admin fee / account holder | $5,554 | $19,392-71.4% | $16,298-65.9% | $14,480-61.6% |