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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 | $369,535 | $134,817+174.1% | $123,973+198.1% | $155,188+138.1% |
| Participation rate | 30.8% | 79.4%-48.6pp | 76.7%-45.9pp | 80.8%-50.0pp |
| Annual return | 11.64% | 515.49%-503.9pp | 388.13%-376.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,096 | $4,425-75.2% | $4,126-73.4% | $4,248-74.2% |
| Participant deferral / active EE | $6,362 | $5,706+11.5% | $5,247+21.2% | $6,531-2.6% |
| Admin fee / account holder | $2,148 | $13,245-83.8% | $11,799-81.8% | $14,480-85.2% |