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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 | $377,763 | $178,174+112.0% | $156,181+141.9% | $137,256+175.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 18.77% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,320 | $4,972-73.5% | $4,294-69.3% | $4,156-68.2% |
| Participant deferral / active EE | $7,750 | $6,888+12.5% | $6,132+26.4% | $6,407+21.0% |
| Admin fee / account holder | $6,938 | $17,404-60.1% | $14,586-52.4% | $12,270-43.5% |