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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 | $346,159 | $168,635+105.3% | $147,617+134.5% | $125,389+176.1% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | 1.76% | 77.65%-75.9pp | 61.98%-60.2pp | 282.24%-280.5pp |
| Employer contribution / active EE | $2,241 | $6,252-64.2% | $5,564-59.7% | $4,866-53.9% |
| Participant deferral / active EE | $4,392 | $5,507-20.2% | $4,895-10.3% | $5,352-17.9% |
| Admin fee / account holder | $1,208 | $13,580-91.1% | $11,612-89.6% | $9,541-87.3% |