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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 | $495,156 | $181,062+173.5% | $158,223+212.9% | $155,188+219.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 10.54% | 57.39%-46.8pp | 52.09%-41.5pp | 148.84%-138.3pp |
| Employer contribution / active EE | $1,796 | $4,565-60.7% | $4,109-56.3% | $4,248-57.7% |
| Participant deferral / active EE | $4,614 | $6,134-24.8% | $5,467-15.6% | $6,531-29.3% |
| Admin fee / account holder | $10,599 | $18,825-43.7% | $16,047-34.0% | $14,480-26.8% |