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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 | $181,062+94.3% | $158,223+122.3% | $155,188+126.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 18.82% | 57.39%-38.6pp | 52.09%-33.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,450 | $4,565-68.2% | $4,109-64.7% | $4,248-65.9% |
| Participant deferral / active EE | $7,483 | $6,134+22.0% | $5,467+36.9% | $6,531+14.6% |
| Admin fee / account holder | $2,492 | $18,825-86.8% | $16,047-84.5% | $14,480-82.8% |