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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 | $410,047 | $181,062+126.5% | $158,223+159.2% | $155,188+164.2% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 20.29% | 57.39%-37.1pp | 52.09%-31.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,160 | $4,565-74.6% | $4,109-71.8% | $4,248-72.7% |
| Participant deferral / active EE | $6,714 | $6,134+9.5% | $5,467+22.8% | $6,531+2.8% |
| Admin fee / account holder | $1,843 | $18,825-90.2% | $16,047-88.5% | $14,480-87.3% |