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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 | $752,300 | $172,111+337.1% | $150,298+400.5% | $137,256+448.1% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 23.88% | 69.37%-45.5pp | 62.79%-38.9pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,073 | $4,636-76.9% | $4,154-74.2% | $4,156-74.2% |
| Participant deferral / active EE | $2,249 | $6,166-63.5% | $5,453-58.8% | $6,407-64.9% |
| Admin fee / account holder | $4,364 | $16,471-73.5% | $14,116-69.1% | $12,270-64.4% |