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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 | $380,338 | $172,111+121.0% | $150,298+153.1% | $137,256+177.1% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 14.91% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,035 | $4,636-56.1% | $4,154-51.0% | $4,156-51.0% |
| Participant deferral / active EE | $10,231 | $6,166+65.9% | $5,453+87.6% | $6,407+59.7% |
| Admin fee / account holder | $3,724 | $16,471-77.4% | $14,116-73.6% | $12,270-69.6% |