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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 | $341,018 | $156,398+118.0% | $147,318+131.5% | $138,895+145.5% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 14.41% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,571 | $4,853-67.6% | $4,593-65.8% | $4,194-62.5% |
| Participant deferral / active EE | $2,822 | $8,237-65.7% | $7,906-64.3% | $6,396-55.9% |
| Admin fee / account holder | $30,030 | $14,976+100.5% | $13,708+119.1% | $12,562+139.1% |