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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 | $704,915 | $112,729+525.3% | $98,716+614.1% | $137,256+413.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 17.05% | 38.48%-21.4pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,943 | $2,725+44.7% | $2,279+73.0% | $4,156-5.1% |
| Participant deferral / active EE | $8,847 | $4,640+90.7% | $4,048+118.6% | $6,407+38.1% |
| Admin fee / account holder | $5,126 | $10,129-49.4% | $8,703-41.1% | $12,270-58.2% |