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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 | $297,525 | $139,948+112.6% | $121,663+144.5% | $154,746+92.3% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.5%-41.2pp | 80.7%-47.4pp |
| Annual return | 29.93% | 230.52%-200.6pp | 147.54%-117.6pp | 172.34%-142.4pp |
| Employer contribution / active EE | $1,421 | $3,521-59.6% | $3,020-52.9% | $4,379-67.5% |
| Participant deferral / active EE | $5,807 | $5,629+3.2% | $4,887+18.8% | $6,730-13.7% |
| Admin fee / account holder | $2,311 | $17,321-86.7% | $14,289-83.8% | $14,365-83.9% |