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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 | $389,616 | $181,062+115.2% | $158,223+146.2% | $155,188+151.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 13.56% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,931 | $4,565-57.7% | $4,109-53.0% | $4,248-54.5% |
| Participant deferral / active EE | $9,420 | $6,134+53.6% | $5,467+72.3% | $6,531+44.2% |
| Admin fee / account holder | $5,077 | $18,825-73.0% | $16,047-68.4% | $14,480-64.9% |