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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 | $410,288 | $183,627+123.4% | $155,602+163.7% | $145,978+181.1% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 17.67% | 61.32%-43.6pp | 64.81%-47.1pp | 550.52%-532.8pp |
| Employer contribution / active EE | $1,768 | $5,316-66.7% | $4,675-62.2% | $4,662-62.1% |
| Participant deferral / active EE | $2,944 | $6,466-54.5% | $5,629-47.7% | $6,690-56.0% |
| Admin fee / account holder | $1,051 | $19,327-94.6% | $15,923-93.4% | $13,400-92.2% |