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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 | $323,847 | $174,379+85.7% | $152,093+112.9% | $138,895+133.2% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.8%-19.9pp | 79.9%-22.0pp |
| Annual return | 15.53% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,301 | $4,652-7.5% | $4,175+3.0% | $4,194+2.6% |
| Participant deferral / active EE | $13,059 | $6,159+112.0% | $5,451+139.5% | $6,396+104.2% |
| Admin fee / account holder | $2,158 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |