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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 | $325,974 | $110,240+195.7% | $96,544+237.6% | $139,487+133.7% |
| Participation rate | 41.7% | 78.1%-36.5pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 32.03% | 26.41%+5.6pp | 25.88%+6.2pp | 373.84%-341.8pp |
| Employer contribution / active EE | $1,543 | $3,622-57.4% | $2,966-48.0% | $4,755-67.5% |
| Participant deferral / active EE | $5,810 | $5,549+4.7% | $4,851+19.8% | $6,713-13.4% |
| Admin fee / account holder | $10,260 | $11,602-11.6% | $8,254+24.3% | $11,407-10.1% |