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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 | $351,726 | $174,379+101.7% | $152,093+131.3% | $138,895+153.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 18.82% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,450 | $4,652-68.8% | $4,175-65.3% | $4,194-65.4% |
| Participant deferral / active EE | $7,483 | $6,159+21.5% | $5,451+37.3% | $6,396+17.0% |
| Admin fee / account holder | $2,492 | $16,880-85.2% | $14,497-82.8% | $12,562-80.2% |