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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 | $380,797 | $289,211+31.7% | $260,467+46.2% | $198,609+91.7% |
| Participation rate | 60.0% | 83.1%-23.1pp | 80.5%-20.5pp | 82.4%-22.4pp |
| Annual return | 8.77% | 112.90%-104.1pp | 100.60%-91.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $2,543 | $4,663-45.5% | $4,239-40.0% | $5,055-49.7% |
| Participant deferral / active EE | $7,361 | $6,812+8.1% | $6,319+16.5% | $6,977+5.5% |
| Admin fee / account holder | $6,910 | $16,236-57.4% | $15,461-55.3% | $19,030-63.7% |