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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 | $310,726 | $174,379+78.2% | $152,093+104.3% | $138,895+123.7% |
| Participation rate | 47.4% | 81.6%-34.3pp | 77.8%-30.4pp | 79.9%-32.6pp |
| Annual return | 16.38% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,945 | $4,652-58.2% | $4,175-53.4% | $4,194-53.6% |
| Participant deferral / active EE | $4,305 | $6,159-30.1% | $5,451-21.0% | $6,396-32.7% |
| Admin fee / account holder | $4,365 | $16,880-74.1% | $14,497-69.9% | $12,562-65.3% |