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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 | $461,544 | $183,592+151.4% | $155,574+196.7% | $145,877+216.4% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 28.79% | 61.37%-32.6pp | 64.87%-36.1pp | 551.28%-522.5pp |
| Employer contribution / active EE | $3,058 | $5,317-42.5% | $4,676-34.6% | $4,663-34.4% |
| Participant deferral / active EE | $3,080 | $6,466-52.4% | $5,629-45.3% | $6,691-54.0% |
| Admin fee / account holder | $8,489 | $19,316-56.1% | $15,914-46.7% | $13,402-36.7% |