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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 | $370,780 | $162,136+128.7% | $152,301+143.5% | $154,746+139.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.55% | 91.02%-74.5pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,011 | $4,890-58.9% | $4,624-56.5% | $4,379-54.1% |
| Participant deferral / active EE | $3,577 | $8,341-57.1% | $8,004-55.3% | $6,730-46.9% |
| Admin fee / account holder | $18,533 | $15,759+17.6% | $14,398+28.7% | $14,365+29.0% |