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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 | $129,737+131.1% | $119,126+151.7% | $154,746+93.8% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 22.75% | 379.08%-356.3pp | 282.11%-259.4pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,378 | $4,375-68.5% | $4,034-65.8% | $4,379-68.5% |
| Participant deferral / active EE | $5,633 | $5,842-3.6% | $5,318+5.9% | $6,730-16.3% |
| Admin fee / account holder | $1,267 | $11,961-89.4% | $10,693-88.2% | $14,365-91.2% |