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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 | $400,044 | $165,584+141.6% | $142,942+179.9% | $137,256+191.5% |
| Participation rate | 36.4% | 80.1%-43.7pp | 76.8%-40.5pp | 80.0%-43.6pp |
| Annual return | 14.09% | 164.22%-150.1pp | 113.70%-99.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,423 | $4,725-48.7% | $4,139-41.5% | $4,156-41.7% |
| Participant deferral / active EE | $2,805 | $8,194-65.8% | $7,128-60.6% | $6,407-56.2% |
| Admin fee / account holder | $3,338 | $16,167-79.4% | $12,475-73.2% | $12,270-72.8% |