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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 | $441,657 | $124,425+255.0% | $112,040+294.2% | $137,256+221.8% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 10.22% | 24.72%-14.5pp | 24.52%-14.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,405 | $3,411-29.5% | $2,954-18.6% | $4,156-42.1% |
| Participant deferral / active EE | $6,628 | $5,718+15.9% | $5,098+30.0% | $6,407+3.5% |
| Admin fee / account holder | $162,463 | $15,207+968.4% | $12,098+1242.9% | $12,270+1224.0% |