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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 | $274,365 | $114,119+140.4% | $107,187+156.0% | $138,895+97.5% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 79.9%-26.1pp |
| Annual return | 14.94% | 273.21%-258.3pp | 204.55%-189.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,524 | $4,059-37.8% | $3,782-33.3% | $4,194-39.8% |
| Participant deferral / active EE | $7,013 | $5,538+26.6% | $5,096+37.6% | $6,396+9.6% |
| Admin fee / account holder | $3,194 | $10,024-68.1% | $9,162-65.1% | $12,562-74.6% |