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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 | $412,000 | $172,111+139.4% | $150,298+174.1% | $137,256+200.2% |
| Participation rate | 55.0% | 81.7%-26.7pp | 77.8%-22.8pp | 80.0%-25.0pp |
| Annual return | 14.10% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,120 | $4,636-54.3% | $4,154-49.0% | $4,156-49.0% |
| Participant deferral / active EE | $6,786 | $6,166+10.1% | $5,453+24.4% | $6,407+5.9% |
| Admin fee / account holder | $2,796 | $16,471-83.0% | $14,116-80.2% | $12,270-77.2% |