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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 | $123,155+265.9% | $108,753+314.4% | $155,188+190.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 16.95% | 44.73%-27.8pp | 37.47%-20.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,747 | $2,811-37.8% | $2,427-28.0% | $4,248-58.9% |
| Participant deferral / active EE | $7,933 | $4,623+71.6% | $4,115+92.8% | $6,531+21.5% |
| Admin fee / account holder | $13,255 | $12,126+9.3% | $10,320+28.4% | $14,480-8.5% |