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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 | $311,663 | $148,623+109.7% | $135,974+129.2% | $139,466+123.5% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 17.25% | 79.30%-62.0pp | 68.30%-51.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,501 | $5,246-71.4% | $4,859-69.1% | $4,754-68.4% |
| Participant deferral / active EE | $4,301 | $8,103-46.9% | $7,760-44.6% | $6,712-35.9% |
| Admin fee / account holder | $728 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |