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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 | $378,194 | $97,125+289.4% | $86,233+338.6% | $137,256+175.5% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 21.00% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,909 | $2,841+37.6% | $2,504+56.1% | $4,156-6.0% |
| Participant deferral / active EE | $9,003 | $5,180+73.8% | $4,559+97.5% | $6,407+40.5% |
| Admin fee / account holder | $2,599 | $9,725-73.3% | $8,342-68.8% | $12,270-78.8% |