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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 | $434,100 | $172,111+152.2% | $150,298+188.8% | $137,256+216.3% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 17.45% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,885 | $4,636-37.8% | $4,154-30.5% | $4,156-30.6% |
| Participant deferral / active EE | $7,559 | $6,166+22.6% | $5,453+38.6% | $6,407+18.0% |
| Admin fee / account holder | $2,728 | $16,471-83.4% | $14,116-80.7% | $12,270-77.8% |