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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 | $454,775 | $227,399+100.0% | $189,758+139.7% | $198,609+129.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 8.53% | 61.03%-52.5pp | 52.62%-44.1pp | 202.70%-194.2pp |
| Employer contribution / active EE | $2,876 | $5,526-48.0% | $4,767-39.7% | $5,055-43.1% |
| Participant deferral / active EE | $8,143 | $6,837+19.1% | $5,856+39.1% | $6,977+16.7% |
| Admin fee / account holder | $74,700 | $25,162+196.9% | $20,388+266.4% | $19,030+292.5% |