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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 | $328,927 | $156,398+110.3% | $147,318+123.3% | $138,895+136.8% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-18.9pp | 79.9%-16.8pp |
| Annual return | 16.67% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,094 | $4,853-36.2% | $4,593-32.6% | $4,194-26.2% |
| Participant deferral / active EE | $6,254 | $8,237-24.1% | $7,906-20.9% | $6,396-2.2% |
| Admin fee / account holder | $2,735 | $14,976-81.7% | $13,708-80.0% | $12,562-78.2% |