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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 | $365,432 | $160,070+128.3% | $147,117+148.4% | $145,897+150.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.39% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,785 | $5,285-66.2% | $4,932-63.8% | $4,663-61.7% |
| Participant deferral / active EE | $4,564 | $8,419-45.8% | $8,065-43.4% | $6,689-31.8% |
| Admin fee / account holder | $1,779 | $15,035-88.2% | $12,993-86.3% | $13,390-86.7% |