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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 | $476,366 | $154,228+208.9% | $145,433+227.6% | $137,256+247.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.71% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,475 | $4,804-69.3% | $4,554-67.6% | $4,156-64.5% |
| Participant deferral / active EE | $3,399 | $8,216-58.6% | $7,897-57.0% | $6,407-47.0% |
| Admin fee / account holder | $37,656 | $14,344+162.5% | $13,129+186.8% | $12,270+206.9% |