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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 | $284,288 | $129,737+119.1% | $119,126+138.6% | $154,746+83.7% |
| Participation rate | 47.4% | 78.9%-31.5pp | 75.8%-28.4pp | 80.7%-33.3pp |
| Annual return | 17.02% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,733 | $4,375+8.2% | $4,034+17.4% | $4,379+8.1% |
| Participant deferral / active EE | $9,298 | $5,842+59.2% | $5,318+74.8% | $6,730+38.1% |
| Admin fee / account holder | $56,562 | $11,961+372.9% | $10,693+429.0% | $14,365+293.7% |