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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 | $423,479 | $174,379+142.8% | $152,093+178.4% | $138,895+204.9% |
| Participation rate | 38.9% | 81.6%-42.8pp | 77.8%-38.9pp | 79.9%-41.0pp |
| Annual return | 16.05% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,375 | $4,652-70.5% | $4,175-67.1% | $4,194-67.2% |
| Participant deferral / active EE | $4,315 | $6,159-29.9% | $5,451-20.9% | $6,396-32.5% |
| Admin fee / account holder | $2,318 | $16,880-86.3% | $14,497-84.0% | $12,562-81.5% |