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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 | $334,042 | $172,111+94.1% | $150,298+122.3% | $137,256+143.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 23.41% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,498 | $4,636-46.1% | $4,154-39.9% | $4,156-39.9% |
| Participant deferral / active EE | $5,222 | $6,166-15.3% | $5,453-4.2% | $6,407-18.5% |
| Admin fee / account holder | $12,862 | $16,471-21.9% | $14,116-8.9% | $12,270+4.8% |