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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 | $379,793 | $181,062+109.8% | $158,223+140.0% | $155,188+144.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.93% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,888 | $4,565-58.6% | $4,109-54.1% | $4,248-55.6% |
| Participant deferral / active EE | $2,237 | $6,134-63.5% | $5,467-59.1% | $6,531-65.7% |
| Admin fee / account holder | $7,590 | $18,825-59.7% | $16,047-52.7% | $14,480-47.6% |