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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 | $433,185 | $174,379+148.4% | $152,093+184.8% | $138,895+211.9% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 15.63% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $13,549 | $4,652+191.3% | $4,175+224.6% | $4,194+223.0% |
| Participant deferral / active EE | $10,192 | $6,159+65.5% | $5,451+87.0% | $6,396+59.3% |
| Admin fee / account holder | $10,791 | $16,880-36.1% | $14,497-25.6% | $12,562-14.1% |