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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 | $316,391 | $108,922+190.5% | $100,398+215.1% | $145,978+116.7% |
| Participation rate | 29.4% | 83.0%-53.5pp | 81.5%-52.1pp | 80.3%-50.9pp |
| Annual return | 15.76% | 58.04%-42.3pp | 49.32%-33.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $5,132 | $4,426+16.0% | $3,946+30.1% | $4,662+10.1% |
| Participant deferral / active EE | $10,908 | $8,450+29.1% | $8,084+34.9% | $6,690+63.1% |
| Admin fee / account holder | $29,857 | $9,680+208.4% | $7,893+278.3% | $13,400+122.8% |