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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 | $331,258 | $183,592+80.4% | $155,574+112.9% | $145,877+127.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.15% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,533 | $5,317-71.2% | $4,676-67.2% | $4,663-67.1% |
| Participant deferral / active EE | $7,243 | $6,466+12.0% | $5,629+28.7% | $6,691+8.3% |
| Admin fee / account holder | $1,574 | $19,316-91.9% | $15,914-90.1% | $13,402-88.3% |