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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 | $312,798 | $86,288+262.5% | $111,306+181.0% | $85,851+264.3% |
| Participation rate | 36.0% | 73.3%-37.3pp | 77.3%-41.3pp | 69.3%-33.3pp |
| Annual return | 20.20% | 19.99%+0.2pp | 54.67%-34.5pp | 318.63%-298.4pp |
| Employer contribution / active EE | $1,649 | $2,044-19.3% | $2,732-39.6% | $2,565-35.7% |
| Participant deferral / active EE | $3,838 | $3,641+5.4% | $4,488-14.5% | $3,952-2.9% |
| Admin fee / account holder | $1,622 | $8,189-80.2% | $7,966-79.6% | $6,261-74.1% |