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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 | $391,770 | $124,980+213.5% | $108,359+261.5% | $154,746+153.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 20.91% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,146 | $2,851-59.8% | $2,399-52.2% | $4,379-73.8% |
| Participant deferral / active EE | $6,547 | $4,743+38.0% | $4,137+58.3% | $6,730-2.7% |
| Admin fee / account holder | $748 | $11,502-93.5% | $9,741-92.3% | $14,365-94.8% |