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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 | $311,829 | $88,672+251.7% | $105,223+196.3% | $82,448+278.2% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 15.42% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,854 | $3,048+26.5% | $3,689+4.5% | $2,551+51.1% |
| Participant deferral / active EE | $3,967 | $4,036-1.7% | $5,072-21.8% | $4,139-4.2% |
| Admin fee / account holder | $18,171 | $7,146+154.3% | $8,859+105.1% | $7,234+151.2% |