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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 | $664,139 | $172,111+285.9% | $150,298+341.9% | $137,256+383.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.43% | 69.37%-55.9pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,600 | $4,636-22.4% | $4,154-13.3% | $4,156-13.4% |
| Participant deferral / active EE | $3,600 | $6,166-41.6% | $5,453-34.0% | $6,407-43.8% |
| Admin fee / account holder | $1,977 | $16,471-88.0% | $14,116-86.0% | $12,270-83.9% |