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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 | $306,779 | $174,379+75.9% | $152,093+101.7% | $138,895+120.9% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 15.45% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,758 | $4,652-19.2% | $4,175-10.0% | $4,194-10.4% |
| Participant deferral / active EE | $11,133 | $6,159+80.8% | $5,451+104.2% | $6,396+74.1% |
| Admin fee / account holder | $2,545 | $16,880-84.9% | $14,497-82.4% | $12,562-79.7% |