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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 | $357,071 | $172,111+107.5% | $150,298+137.6% | $137,256+160.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 17.83% | 69.37%-51.5pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,034 | $4,636-56.1% | $4,154-51.0% | $4,156-51.1% |
| Participant deferral / active EE | $7,571 | $6,166+22.8% | $5,453+38.9% | $6,407+18.2% |
| Admin fee / account holder | $3,939 | $16,471-76.1% | $14,116-72.1% | $12,270-67.9% |