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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 | $429,869 | $181,062+137.4% | $158,223+171.7% | $155,188+177.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.69% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,852 | $4,565-59.4% | $4,109-54.9% | $4,248-56.4% |
| Participant deferral / active EE | $9,308 | $6,134+51.7% | $5,467+70.3% | $6,531+42.5% |
| Admin fee / account holder | $18,904 | $18,825+0.4% | $16,047+17.8% | $14,480+30.6% |