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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 | $423,479 | $181,062+133.9% | $158,223+167.6% | $155,188+172.9% |
| Participation rate | 38.9% | 82.7%-43.8pp | 79.2%-40.3pp | 80.8%-41.9pp |
| Annual return | 16.05% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,375 | $4,565-69.9% | $4,109-66.5% | $4,248-67.6% |
| Participant deferral / active EE | $4,315 | $6,134-29.7% | $5,467-21.1% | $6,531-33.9% |
| Admin fee / account holder | $2,318 | $18,825-87.7% | $16,047-85.6% | $14,480-84.0% |