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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 | $174,379+91.6% | $152,093+119.6% | $138,895+140.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 23.41% | 74.86%-51.5pp | 66.36%-42.9pp | 145.39%-122.0pp |
| Employer contribution / active EE | $2,498 | $4,652-46.3% | $4,175-40.2% | $4,194-40.4% |
| Participant deferral / active EE | $5,222 | $6,159-15.2% | $5,451-4.2% | $6,396-18.4% |
| Admin fee / account holder | $12,862 | $16,880-23.8% | $14,497-11.3% | $12,562+2.4% |