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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 | $315,961 | $172,111+83.6% | $150,298+110.2% | $137,256+130.2% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 20.60% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,693 | $4,636-63.5% | $4,154-59.2% | $4,156-59.3% |
| Participant deferral / active EE | $7,311 | $6,166+18.6% | $5,453+34.1% | $6,407+14.1% |
| Admin fee / account holder | $10,049 | $16,471-39.0% | $14,116-28.8% | $12,270-18.1% |