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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 | $183,592+79.3% | $155,567+111.6% | $145,959+125.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.21% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,522 | $5,315-71.4% | $4,674-67.4% | $4,661-67.3% |
| Participant deferral / active EE | $3,762 | $6,464-41.8% | $5,628-33.2% | $6,689-43.8% |
| Admin fee / account holder | $3,804 | $19,318-80.3% | $15,916-76.1% | $13,398-71.6% |