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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 | $340,476 | $109,967+209.6% | $97,197+250.3% | $145,877+133.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.23% | 244.27%-230.0pp | 75.47%-61.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,517 | $3,077-50.7% | $2,723-44.3% | $4,663-67.5% |
| Participant deferral / active EE | $7,830 | $4,676+67.4% | $4,263+83.7% | $6,691+17.0% |
| Admin fee / account holder | $4,941 | $6,199-20.3% | $5,637-12.4% | $13,402-63.1% |