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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 | $306,231 | $114,119+168.3% | $107,187+185.7% | $138,895+120.5% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 79.9%-23.7pp |
| Annual return | 14.39% | 273.21%-258.8pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,384 | $4,059-65.9% | $3,782-63.4% | $4,194-67.0% |
| Participant deferral / active EE | $2,079 | $5,538-62.5% | $5,096-59.2% | $6,396-67.5% |
| Admin fee / account holder | $7,314 | $10,024-27.0% | $9,162-20.2% | $12,562-41.8% |