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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 | $461,668 | $97,125+375.3% | $86,233+435.4% | $137,256+236.4% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.0%-30.1pp | 80.0%-41.1pp |
| Annual return | 16.29% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,296 | $2,841-54.4% | $2,504-48.3% | $4,156-68.8% |
| Participant deferral / active EE | $2,830 | $5,180-45.4% | $4,559-37.9% | $6,407-55.8% |
| Admin fee / account holder | $605 | $9,725-93.8% | $8,342-92.8% | $12,270-95.1% |