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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 | $351,825 | $72,071+388.2% | $68,368+414.6% | $137,256+156.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 17.52% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,730 | $2,788-37.9% | $2,649-34.7% | $4,156-58.4% |
| Participant deferral / active EE | $7,694 | $4,410+74.5% | $4,123+86.6% | $6,407+20.1% |
| Admin fee / account holder | $4,213 | $5,336-21.0% | $5,150-18.2% | $12,270-65.7% |