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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 | $267,621 | $106,918+150.3% | $84,021+218.5% | $152,897+75.0% |
| Participation rate | 31.8% | 75.2%-43.4pp | 69.0%-37.2pp | 82.5%-50.6pp |
| Annual return | 28.55% | 105.01%-76.5pp | 71.32%-42.8pp | 345.43%-316.9pp |
| Employer contribution / active EE | $1,234 | $2,735-54.9% | $1,984-37.8% | $4,764-74.1% |
| Participant deferral / active EE | $3,373 | $4,012-15.9% | $3,239+4.1% | $5,851-42.3% |
| Admin fee / account holder | $6,262 | $8,288-24.4% | $6,102+2.6% | $11,599-46.0% |