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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 | $183,592+54.9% | $155,574+82.8% | $145,877+95.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.05% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,639 | $5,317-69.2% | $4,676-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $4,031 | $6,466-37.7% | $5,629-28.4% | $6,691-39.7% |
| Admin fee / account holder | $3,403 | $19,316-82.4% | $15,914-78.6% | $13,402-74.6% |