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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 | $397,665 | $51,638+670.1% | $129,406+207.3% | $80,959+391.2% |
| Participation rate | 34.0% | 56.9%-22.9pp | 69.6%-35.6pp | 67.7%-33.6pp |
| Annual return | 14.44% | 20.78%-6.3pp | 9468.18%-9453.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $323 | $1,584-79.6% | $4,155-92.2% | $2,757-88.3% |
| Participant deferral / active EE | $3,200 | $2,670+19.8% | $4,167-23.2% | $4,300-25.6% |
| Admin fee / account holder | $8,732 | $4,313+102.4% | $7,689+13.6% | $6,925+26.1% |