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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 | $114,119+235.8% | $107,187+257.5% | $138,895+175.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 16.15% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,106 | $4,059-23.5% | $3,782-17.9% | $4,194-25.9% |
| Participant deferral / active EE | $7,314 | $5,538+32.1% | $5,096+43.5% | $6,396+14.3% |
| Admin fee / account holder | $3,227 | $10,024-67.8% | $9,162-64.8% | $12,562-74.3% |