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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 | $377,610 | $156,398+141.4% | $147,318+156.3% | $138,895+171.9% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 12.91% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $3,114 | $4,853-35.8% | $4,593-32.2% | $4,194-25.8% |
| Participant deferral / active EE | $8,147 | $8,237-1.1% | $7,906+3.0% | $6,396+27.4% |
| Admin fee / account holder | $3,931 | $14,976-73.8% | $13,708-71.3% | $12,562-68.7% |