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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 | $344,561 | $148,623+131.8% | $135,974+153.4% | $139,466+147.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.55% | 79.30%-64.7pp | 68.30%-53.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $3,162 | $5,246-39.7% | $4,859-34.9% | $4,754-33.5% |
| Participant deferral / active EE | $6,071 | $8,103-25.1% | $7,760-21.8% | $6,712-9.5% |
| Admin fee / account holder | $8,419 | $12,406-32.1% | $10,767-21.8% | $11,409-26.2% |