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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 | $466,681 | $124,980+273.4% | $108,359+330.7% | $154,746+201.6% |
| Participation rate | 52.4% | 75.2%-22.8pp | 70.1%-17.7pp | 80.7%-28.3pp |
| Annual return | 15.96% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,487 | $2,851-47.9% | $2,399-38.0% | $4,379-66.1% |
| Participant deferral / active EE | $7,394 | $4,743+55.9% | $4,137+78.7% | $6,730+9.9% |
| Admin fee / account holder | $2,081 | $11,502-81.9% | $9,741-78.6% | $14,365-85.5% |