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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 | $373,193 | $172,111+116.8% | $150,298+148.3% | $137,256+171.9% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 13.29% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,368 | $4,636-70.5% | $4,154-67.1% | $4,156-67.1% |
| Participant deferral / active EE | $2,778 | $6,166-55.0% | $5,453-49.1% | $6,407-56.6% |
| Admin fee / account holder | $4,351 | $16,471-73.6% | $14,116-69.2% | $12,270-64.5% |