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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 | $268,521 | $157,304+70.7% | $141,197+90.2% | $152,909+75.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.69% | 64.34%-41.7pp | 71.41%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $5,531 | $5,263+5.1% | $4,736+16.8% | $4,764+16.1% |
| Participant deferral / active EE | $18,379 | $7,111+158.5% | $6,710+173.9% | $5,851+214.1% |
| Admin fee / account holder | $2,546 | $12,126-79.0% | $10,265-75.2% | $11,601-78.1% |