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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 | $495,568 | $172,111+187.9% | $150,298+229.7% | $137,256+261.1% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,278 | $4,636-50.9% | $4,154-45.2% | $4,156-45.2% |
| Participant deferral / active EE | $4,606 | $6,166-25.3% | $5,453-15.5% | $6,407-28.1% |
| Admin fee / account holder | $982 | $16,471-94.0% | $14,116-93.0% | $12,270-92.0% |