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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 | $458,517 | $111,535+311.1% | $105,223+335.8% | $137,256+234.1% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 18.31% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,786 | $3,939-54.7% | $3,689-51.6% | $4,156-57.0% |
| Participant deferral / active EE | $4,977 | $5,500-9.5% | $5,072-1.9% | $6,407-22.3% |
| Admin fee / account holder | $2,051 | $9,721-78.9% | $8,859-76.8% | $12,270-83.3% |