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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 | $383,237 | $111,535+243.6% | $105,223+264.2% | $137,256+179.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 16.15% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,106 | $3,939-21.2% | $3,689-15.8% | $4,156-25.3% |
| Participant deferral / active EE | $7,314 | $5,500+33.0% | $5,072+44.2% | $6,407+14.2% |
| Admin fee / account holder | $3,227 | $9,721-66.8% | $8,859-63.6% | $12,270-73.7% |