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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 | $558,387 | $135,956+310.7% | $123,894+350.7% | $273,972+103.8% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 7.07% | 56.63%-49.6pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,329 | $5,170-54.9% | $4,617-49.5% | $4,869-52.2% |
| Participant deferral / active EE | $2,496 | $6,343-60.6% | $5,984-58.3% | $5,287-52.8% |
| Admin fee / account holder | $7,045 | $9,817-28.2% | $8,357-15.7% | $10,133-30.5% |