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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 | $317,066 | $174,379+81.8% | $152,093+108.5% | $138,895+128.3% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 11.87% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,135 | $4,652-75.6% | $4,175-72.8% | $4,194-73.0% |
| Participant deferral / active EE | $4,785 | $6,159-22.3% | $5,451-12.2% | $6,396-25.2% |
| Admin fee / account holder | $6,320 | $16,880-62.6% | $14,497-56.4% | $12,562-49.7% |