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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 | $417,006 | $154,228+170.4% | $145,433+186.7% | $137,256+203.8% |
| Participation rate | 47.8% | 83.8%-36.0pp | 82.1%-34.3pp | 80.0%-32.1pp |
| Annual return | 219.29% | 74.59%+144.7pp | 66.58%+152.7pp | 220.34%-1.1pp |
| Employer contribution / active EE | $1,595 | $4,804-66.8% | $4,554-65.0% | $4,156-61.6% |
| Participant deferral / active EE | $3,448 | $8,216-58.0% | $7,897-56.3% | $6,407-46.2% |
| Admin fee / account holder | $370 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |