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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 | $328,688 | $154,228+113.1% | $145,433+126.0% | $137,256+139.5% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,489 | $4,804-69.0% | $4,554-67.3% | $4,156-64.2% |
| Participant deferral / active EE | $5,630 | $8,216-31.5% | $7,897-28.7% | $6,407-12.1% |
| Admin fee / account holder | $3,700 | $14,344-74.2% | $13,129-71.8% | $12,270-69.8% |