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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 | $411,447 | $155,555+164.5% | $146,866+180.2% | $155,188+165.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 12.76% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,373 | $4,647-70.5% | $4,425-69.0% | $4,248-67.7% |
| Participant deferral / active EE | $6,628 | $8,044-17.6% | $7,759-14.6% | $6,531+1.5% |
| Admin fee / account holder | $11,109 | $14,755-24.7% | $13,620-18.4% | $14,480-23.3% |