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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 | $429,207 | $162,136+164.7% | $152,301+181.8% | $154,746+177.4% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 12.90% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,401 | $4,890-71.4% | $4,624-69.7% | $4,379-68.0% |
| Participant deferral / active EE | $11,970 | $8,341+43.5% | $8,004+49.6% | $6,730+77.8% |
| Admin fee / account holder | $13,121 | $15,759-16.7% | $14,398-8.9% | $14,365-8.7% |