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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 | $450,629 | $115,225+291.1% | $100,712+347.4% | $138,895+224.4% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.95% | 40.35%-23.4pp | 33.27%-16.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,747 | $2,771-36.9% | $2,313-24.4% | $4,194-58.3% |
| Participant deferral / active EE | $7,933 | $4,699+68.8% | $4,085+94.2% | $6,396+24.0% |
| Admin fee / account holder | $13,255 | $10,844+22.2% | $9,256+43.2% | $12,562+5.5% |