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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 | $333,730 | $183,539+81.8% | $155,556+114.5% | $145,897+128.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.98% | 61.31%-43.3pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,761 | $5,315-66.9% | $4,675-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $2,485 | $6,467-61.6% | $5,631-55.9% | $6,689-62.9% |
| Admin fee / account holder | $2,882 | $19,275-85.0% | $15,885-81.9% | $13,390-78.5% |