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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 | $299,881 | $111,535+168.9% | $105,223+185.0% | $137,256+118.5% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 22.75% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,378 | $3,939-65.0% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $5,633 | $5,500+2.4% | $5,072+11.1% | $6,407-12.1% |
| Admin fee / account holder | $1,267 | $9,721-87.0% | $8,859-85.7% | $12,270-89.7% |