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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 | $264,370 | $211,288+25.1% | $178,540+48.1% | $145,884+81.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.22% | 30.27%-19.1pp | 27.15%-15.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $10,526 | $4,574+130.1% | $3,953+166.3% | $4,662+125.8% |
| Participant deferral / active EE | $11,500 | $6,967+65.1% | $6,281+83.1% | $6,690+71.9% |
| Admin fee / account holder | $3,497 | $12,105-71.1% | $10,424-66.5% | $13,392-73.9% |