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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 | $262,930 | $114,119+130.4% | $107,187+145.3% | $138,895+89.3% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 12.05% | 273.21%-261.2pp | 204.55%-192.5pp | 145.39%-133.3pp |
| Employer contribution / active EE | $3,330 | $4,059-18.0% | $3,782-12.0% | $4,194-20.6% |
| Participant deferral / active EE | $3,429 | $5,538-38.1% | $5,096-32.7% | $6,396-46.4% |
| Admin fee / account holder | $45,251 | $10,024+351.4% | $9,162+393.9% | $12,562+260.2% |