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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 | $449,737 | $209,336+114.8% | $197,124+128.1% | $137,256+227.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 22.00% | 48.09%-26.1pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,167 | $6,591-36.8% | $6,227-33.1% | $4,156+0.3% |
| Participant deferral / active EE | $20,746 | $9,614+115.8% | $9,135+127.1% | $6,407+223.8% |
| Admin fee / account holder | $5,909 | $17,308-65.9% | $16,298-63.7% | $12,270-51.8% |