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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 | $403,341 | $157,296+156.4% | $141,191+185.7% | $152,897+163.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 28.86% | 64.34%-35.5pp | 71.41%-42.5pp | 345.43%-316.6pp |
| Employer contribution / active EE | $1,535 | $5,262-70.8% | $4,736-67.6% | $4,764-67.8% |
| Participant deferral / active EE | $5,707 | $7,111-19.7% | $6,710-14.9% | $5,851-2.5% |
| Admin fee / account holder | $833 | $12,125-93.1% | $10,264-91.9% | $11,599-92.8% |