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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 | $114,119+165.6% | $107,187+182.8% | $138,895+118.3% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 79.9%-57.7pp |
| Annual return | 18.90% | 273.21%-254.3pp | 204.55%-185.7pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,130 | $4,059-72.2% | $3,782-70.1% | $4,194-73.1% |
| Participant deferral / active EE | $6,056 | $5,538+9.3% | $5,096+18.8% | $6,396-5.3% |
| Admin fee / account holder | $2,256 | $10,024-77.5% | $9,162-75.4% | $12,562-82.0% |