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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 | $405,520 | $172,111+135.6% | $150,298+169.8% | $137,256+195.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.30% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,365 | $4,636-70.6% | $4,154-67.1% | $4,156-67.2% |
| Participant deferral / active EE | $7,154 | $6,166+16.0% | $5,453+31.2% | $6,407+11.7% |
| Admin fee / account holder | $1,772 | $16,471-89.2% | $14,116-87.4% | $12,270-85.6% |