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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 | $425,500 | $172,111+147.2% | $150,298+183.1% | $137,256+210.0% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 17.05% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,172 | $4,636-74.7% | $4,154-71.8% | $4,156-71.8% |
| Participant deferral / active EE | $5,867 | $6,166-4.9% | $5,453+7.6% | $6,407-8.4% |
| Admin fee / account holder | $2,407 | $16,471-85.4% | $14,116-82.9% | $12,270-80.4% |