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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 | $389,616 | $174,379+123.4% | $152,093+156.2% | $138,895+180.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 13.56% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,931 | $4,652-58.5% | $4,175-53.7% | $4,194-54.0% |
| Participant deferral / active EE | $9,420 | $6,159+52.9% | $5,451+72.8% | $6,396+47.3% |
| Admin fee / account holder | $5,077 | $16,880-69.9% | $14,497-65.0% | $12,562-59.6% |