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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 | $329,018 | $183,627+79.2% | $155,602+111.4% | $145,978+125.4% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 12.56% | 61.32%-48.8pp | 64.81%-52.2pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,177 | $5,316-40.2% | $4,675-32.0% | $4,662-31.9% |
| Participant deferral / active EE | $6,380 | $6,466-1.3% | $5,629+13.4% | $6,690-4.6% |
| Admin fee / account holder | $1,131 | $19,327-94.2% | $15,923-92.9% | $13,400-91.6% |