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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 | $337,292 | $165,381+103.9% | $149,730+125.3% | $158,966+112.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 26.94% | 348.29%-321.4pp | 276.70%-249.8pp | 302.95%-276.0pp |
| Employer contribution / active EE | $1,760 | $5,104-65.5% | $4,645-62.1% | $4,762-63.0% |
| Participant deferral / active EE | $5,581 | $7,182-22.3% | $6,843-18.4% | $5,983-6.7% |
| Admin fee / account holder | $1,355 | $10,809-87.5% | $9,310-85.4% | $11,250-88.0% |