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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 | $383,743 | $69,118+455.2% | $53,647+615.3% | $138,895+176.3% |
| Participation rate | 37.5% | 64.0%-26.5pp | 56.3%-18.8pp | 79.9%-42.4pp |
| Annual return | 15.83% | 248.26%-232.4pp | 358.33%-342.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,284 | $1,189+7.9% | $962+33.4% | $4,194-69.4% |
| Participant deferral / active EE | $2,394 | $2,274+5.3% | $1,813+32.0% | $6,396-62.6% |
| Admin fee / account holder | $35,778 | $2,724+1213.5% | $2,460+1354.4% | $12,562+184.8% |