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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 | $429,207 | $154,228+178.3% | $145,433+195.1% | $137,256+212.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 12.90% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,401 | $4,804-70.8% | $4,554-69.2% | $4,156-66.3% |
| Participant deferral / active EE | $11,970 | $8,216+45.7% | $7,897+51.6% | $6,407+86.8% |
| Admin fee / account holder | $13,121 | $14,344-8.5% | $13,129-0.1% | $12,270+6.9% |