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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 | $384,895 | $172,111+123.6% | $150,298+156.1% | $137,256+180.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 15.15% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $937 | $4,636-79.8% | $4,154-77.5% | $4,156-77.5% |
| Participant deferral / active EE | $2,667 | $6,166-56.8% | $5,453-51.1% | $6,407-58.4% |
| Admin fee / account holder | $134,619 | $16,471+717.3% | $14,116+853.7% | $12,270+997.1% |