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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 | $357,382 | $136,860+161.1% | $120,344+197.0% | $154,746+130.9% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 60.62% | 21.38%+39.2pp | 20.30%+40.3pp | 172.34%-111.7pp |
| Employer contribution / active EE | $1,729 | $3,533-51.1% | $3,020-42.7% | $4,379-60.5% |
| Participant deferral / active EE | $6,427 | $5,793+10.9% | $5,135+25.2% | $6,730-4.5% |
| Admin fee / account holder | $3,134 | $15,393-79.6% | $12,742-75.4% | $14,365-78.2% |