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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 | $334,025 | $142,426+134.5% | $115,167+190.0% | $152,909+118.4% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.5%-22.5pp |
| Annual return | 19.12% | 41.48%-22.4pp | 35.60%-16.5pp | 345.46%-326.3pp |
| Employer contribution / active EE | $3,312 | $4,011-17.4% | $3,179+4.2% | $4,764-30.5% |
| Participant deferral / active EE | $8,800 | $5,165+70.4% | $4,169+111.1% | $5,851+50.4% |
| Admin fee / account holder | $3,235 | $8,464-61.8% | $7,089-54.4% | $11,601-72.1% |