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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 | $425,350 | $162,136+162.3% | $152,301+179.3% | $154,746+174.9% |
| Participation rate | 56.3% | 84.1%-27.9pp | 82.4%-26.2pp | 80.7%-24.5pp |
| Annual return | 12.86% | 91.02%-78.2pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,568 | $4,890-67.9% | $4,624-66.1% | $4,379-64.2% |
| Participant deferral / active EE | $6,340 | $8,341-24.0% | $8,004-20.8% | $6,730-5.8% |
| Admin fee / account holder | $3,846 | $15,759-75.6% | $14,398-73.3% | $14,365-73.2% |