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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 | $181,062+101.5% | $158,223+130.6% | $155,188+135.1% |
| Participation rate | 35.0% | 82.7%-47.7pp | 79.2%-44.2pp | 80.8%-45.8pp |
| Annual return | 12.81% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $953 | $4,565-79.1% | $4,109-76.8% | $4,248-77.6% |
| Participant deferral / active EE | $5,793 | $6,134-5.6% | $5,467+6.0% | $6,531-11.3% |
| Admin fee / account holder | $1,909 | $18,825-89.9% | $16,047-88.1% | $14,480-86.8% |