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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 | $341,888 | $70,366+385.9% | $66,674+412.8% | $138,895+146.1% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 17.35% | 386.41%-369.1pp | 321.24%-303.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,218 | $2,765+16.4% | $2,620+22.8% | $4,194-23.3% |
| Participant deferral / active EE | $4,242 | $4,374-3.0% | $4,084+3.9% | $6,396-33.7% |
| Admin fee / account holder | $1,328 | $5,262-74.8% | $5,098-73.9% | $12,562-89.4% |