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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 | $392,902 | $156,398+151.2% | $147,318+166.7% | $138,895+182.9% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 14.60% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,641 | $4,853-66.2% | $4,593-64.3% | $4,194-60.9% |
| Participant deferral / active EE | $6,762 | $8,237-17.9% | $7,906-14.5% | $6,396+5.7% |
| Admin fee / account holder | $1,128 | $14,976-92.5% | $13,708-91.8% | $12,562-91.0% |