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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 | $370,741 | $99,053+274.3% | $88,179+320.4% | $138,895+166.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.1%-10.8pp | 79.9%-21.6pp |
| Annual return | 18.40% | 78.17%-59.8pp | 64.97%-46.6pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,446 | $2,882-15.1% | $2,549-4.0% | $4,194-41.7% |
| Participant deferral / active EE | $5,565 | $5,225+6.5% | $4,614+20.6% | $6,396-13.0% |
| Admin fee / account holder | $1,429 | $8,748-83.7% | $7,673-81.4% | $12,562-88.6% |