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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 | $384,603 | $135,956+182.9% | $123,894+210.4% | $273,972+40.4% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 7.07% | 56.63%-49.6pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $6,400 | $5,170+23.8% | $4,617+38.6% | $4,869+31.5% |
| Participant deferral / active EE | $6,000 | $6,343-5.4% | $5,984+0.3% | $5,287+13.5% |
| Admin fee / account holder | $2,845 | $9,817-71.0% | $8,357-66.0% | $10,133-71.9% |