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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 | $408,926 | $166,131+146.1% | $164,975+147.9% | $145,877+180.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 14.14% | 100.37%-86.2pp | 70.12%-56.0pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,073 | $5,276-60.7% | $4,343-52.3% | $4,663-55.5% |
| Participant deferral / active EE | $5,605 | $6,962-19.5% | $6,033-7.1% | $6,691-16.2% |
| Admin fee / account holder | $17,351 | $16,648+4.2% | $12,688+36.7% | $13,402+29.5% |