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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 | $398,338 | $112,729+253.4% | $98,716+303.5% | $137,256+190.2% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 14.68% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $846 | $2,725-68.9% | $2,279-62.9% | $4,156-79.6% |
| Participant deferral / active EE | $4,162 | $4,640-10.3% | $4,048+2.8% | $6,407-35.0% |
| Admin fee / account holder | $3,687 | $10,129-63.6% | $8,703-57.6% | $12,270-70.0% |