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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 | $284,399 | $183,539+55.0% | $155,556+82.8% | $145,897+94.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.05% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,639 | $5,315-69.2% | $4,675-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $4,031 | $6,467-37.7% | $5,631-28.4% | $6,689-39.7% |
| Admin fee / account holder | $3,403 | $19,275-82.3% | $15,885-78.6% | $13,390-74.6% |