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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 | $303,151 | $111,535+171.8% | $105,223+188.1% | $137,256+120.9% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 18.90% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,130 | $3,939-71.3% | $3,689-69.4% | $4,156-72.8% |
| Participant deferral / active EE | $6,056 | $5,500+10.1% | $5,072+19.4% | $6,407-5.5% |
| Admin fee / account holder | $2,256 | $9,721-76.8% | $8,859-74.5% | $12,270-81.6% |