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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 | $329,159 | $183,539+79.3% | $155,556+111.6% | $145,897+125.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.21% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,522 | $5,315-71.4% | $4,675-67.4% | $4,663-67.4% |
| Participant deferral / active EE | $3,762 | $6,467-41.8% | $5,631-33.2% | $6,689-43.8% |
| Admin fee / account holder | $3,804 | $19,275-80.3% | $15,885-76.1% | $13,390-71.6% |