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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 | $454,202 | $156,398+190.4% | $147,318+208.3% | $138,895+227.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 17.48% | 78.75%-61.3pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,967 | $4,853-38.9% | $4,593-35.4% | $4,194-29.3% |
| Participant deferral / active EE | $8,435 | $8,237+2.4% | $7,906+6.7% | $6,396+31.9% |
| Admin fee / account holder | $354 | $14,976-97.6% | $13,708-97.4% | $12,562-97.2% |