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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 | $126,661+182.2% | $113,397+215.2% | $138,895+157.3% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 60.62% | 25.05%+35.6pp | 23.20%+37.4pp | 145.39%-84.8pp |
| Employer contribution / active EE | $1,729 | $3,456-50.0% | $2,977-41.9% | $4,194-58.8% |
| Participant deferral / active EE | $6,427 | $5,693+12.9% | $5,076+26.6% | $6,396+0.5% |
| Admin fee / account holder | $3,134 | $14,549-78.5% | $11,957-73.8% | $12,562-75.0% |