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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 | $299,998 | $174,379+72.0% | $152,093+97.2% | $138,895+116.0% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 18.39% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,327 | $4,652-71.5% | $4,175-68.2% | $4,194-68.4% |
| Participant deferral / active EE | $4,368 | $6,159-29.1% | $5,451-19.9% | $6,396-31.7% |
| Admin fee / account holder | $23,359 | $16,880+38.4% | $14,497+61.1% | $12,562+85.9% |