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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 | $276,805 | $134,817+105.3% | $123,973+123.3% | $155,188+78.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 15.18% | 515.49%-500.3pp | 388.13%-373.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,019 | $4,425-77.0% | $4,126-75.3% | $4,248-76.0% |
| Participant deferral / active EE | $5,609 | $5,706-1.7% | $5,247+6.9% | $6,531-14.1% |
| Admin fee / account holder | $6,190 | $13,245-53.3% | $11,799-47.5% | $14,480-57.2% |