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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 | $327,727 | $196,972+66.4% | $182,262+79.8% | $198,609+65.0% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 14.14% | 158.27%-144.1pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,571 | $5,364-52.1% | $5,046-49.1% | $5,055-49.2% |
| Participant deferral / active EE | $8,650 | $8,643+0.1% | $8,276+4.5% | $6,977+24.0% |
| Admin fee / account holder | $3,193 | $18,429-82.7% | $16,712-80.9% | $19,030-83.2% |