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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 | $423,896 | $174,379+143.1% | $152,093+178.7% | $138,895+205.2% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 15.38% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $905 | $4,652-80.5% | $4,175-78.3% | $4,194-78.4% |
| Participant deferral / active EE | $2,300 | $6,159-62.7% | $5,451-57.8% | $6,396-64.0% |
| Admin fee / account holder | $928 | $16,880-94.5% | $14,497-93.6% | $12,562-92.6% |