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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 | $387,832 | $157,304+146.5% | $141,197+174.7% | $152,909+153.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $2,288 | $5,263-56.5% | $4,736-51.7% | $4,764-52.0% |
| Participant deferral / active EE | $5,230 | $7,111-26.5% | $6,710-22.1% | $5,851-10.6% |
| Admin fee / account holder | $12,374 | $12,126+2.0% | $10,265+20.5% | $11,601+6.7% |