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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 | $345,832 | $175,259+97.3% | $149,723+131.0% | $139,487+147.9% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 12.85% | 166.82%-154.0pp | 134.50%-121.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,858 | $5,478-66.1% | $4,821-61.5% | $4,755-60.9% |
| Participant deferral / active EE | $4,634 | $6,522-28.9% | $5,682-18.5% | $6,713-31.0% |
| Admin fee / account holder | $2,922 | $16,158-81.9% | $13,215-77.9% | $11,407-74.4% |