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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 | $154,228+203.8% | $145,433+222.1% | $137,256+241.3% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 80.0%-41.9pp |
| Annual return | 14.16% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,313 | $4,804-51.9% | $4,554-49.2% | $4,156-44.3% |
| Participant deferral / active EE | $4,575 | $8,216-44.3% | $7,897-42.1% | $6,407-28.6% |
| Admin fee / account holder | $13,198 | $14,344-8.0% | $13,129+0.5% | $12,270+7.6% |