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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 | $364,871 | $172,111+112.0% | $150,298+142.8% | $137,256+165.8% |
| Participation rate | 35.0% | 81.7%-46.7pp | 77.8%-42.8pp | 80.0%-45.0pp |
| Annual return | 12.81% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $953 | $4,636-79.5% | $4,154-77.1% | $4,156-77.1% |
| Participant deferral / active EE | $5,793 | $6,166-6.0% | $5,453+6.2% | $6,407-9.6% |
| Admin fee / account holder | $1,909 | $16,471-88.4% | $14,116-86.5% | $12,270-84.4% |