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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 | $456,752 | $174,379+161.9% | $152,093+200.3% | $138,895+228.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 16.10% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,409 | $4,652-48.2% | $4,175-42.3% | $4,194-42.6% |
| Participant deferral / active EE | $4,821 | $6,159-21.7% | $5,451-11.6% | $6,396-24.6% |
| Admin fee / account holder | $45,991 | $16,880+172.5% | $14,497+217.3% | $12,562+266.1% |