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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 | $426,838 | $124,980+241.5% | $108,359+293.9% | $154,746+175.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 18.64% | 45.00%-26.4pp | 36.89%-18.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,474 | $2,851-13.2% | $2,399+3.1% | $4,379-43.5% |
| Participant deferral / active EE | $4,054 | $4,743-14.5% | $4,137-2.0% | $6,730-39.8% |
| Admin fee / account holder | $12,485 | $11,502+8.5% | $9,741+28.2% | $14,365-13.1% |