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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 | $162,136+188.9% | $152,301+207.6% | $154,746+202.7% |
| Participation rate | 38.1% | 84.1%-46.0pp | 82.4%-44.4pp | 80.7%-42.6pp |
| Annual return | 14.16% | 91.02%-76.9pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,313 | $4,890-52.7% | $4,624-50.0% | $4,379-47.2% |
| Participant deferral / active EE | $4,575 | $8,341-45.2% | $8,004-42.8% | $6,730-32.0% |
| Admin fee / account holder | $13,198 | $15,759-16.3% | $14,398-8.3% | $14,365-8.1% |