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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 | $468,472 | $155,555+201.2% | $146,866+219.0% | $155,188+201.9% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.5%-44.4pp | 80.8%-42.7pp |
| Annual return | 14.16% | 115.41%-101.3pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,313 | $4,647-50.2% | $4,425-47.7% | $4,248-45.5% |
| Participant deferral / active EE | $4,575 | $8,044-43.1% | $7,759-41.0% | $6,531-30.0% |
| Admin fee / account holder | $13,198 | $14,755-10.6% | $13,620-3.1% | $14,480-8.8% |