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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 | $156,398+109.5% | $147,318+122.5% | $138,895+136.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.14% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,571 | $4,853-47.0% | $4,593-44.0% | $4,194-38.7% |
| Participant deferral / active EE | $8,650 | $8,237+5.0% | $7,906+9.4% | $6,396+35.2% |
| Admin fee / account holder | $3,193 | $14,976-78.7% | $13,708-76.7% | $12,562-74.6% |