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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 | $356,245 | $174,379+104.3% | $152,093+134.2% | $138,895+156.5% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 12.61% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,622 | $4,652-65.1% | $4,175-61.1% | $4,194-61.3% |
| Participant deferral / active EE | $3,921 | $6,159-36.3% | $5,451-28.1% | $6,396-38.7% |
| Admin fee / account holder | $774 | $16,880-95.4% | $14,497-94.7% | $12,562-93.8% |