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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 | $347,876 | $106,918+225.4% | $84,021+314.0% | $152,897+127.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 14.92% | 105.01%-90.1pp | 71.32%-56.4pp | 345.43%-330.5pp |
| Employer contribution / active EE | $1,258 | $2,735-54.0% | $1,984-36.6% | $4,764-73.6% |
| Participant deferral / active EE | $7,055 | $4,012+75.8% | $3,239+117.8% | $5,851+20.6% |
| Admin fee / account holder | $1,570 | $8,288-81.1% | $6,102-74.3% | $11,599-86.5% |