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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 | $371,064 | $172,111+115.6% | $150,298+146.9% | $137,256+170.3% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 16.53% | 69.37%-52.8pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,051 | $4,636-34.2% | $4,154-26.6% | $4,156-26.6% |
| Participant deferral / active EE | $5,750 | $6,166-6.7% | $5,453+5.5% | $6,407-10.3% |
| Admin fee / account holder | $158,922 | $16,471+864.9% | $14,116+1025.8% | $12,270+1195.2% |