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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 | $429,330 | $102,938+317.1% | $94,105+356.2% | $138,895+209.1% |
| Participation rate | 63.6% | 74.6%-11.0pp | 71.9%-8.3pp | 79.9%-16.3pp |
| Annual return | 16.68% | 250.28%-233.6pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,678 | $2,732-38.6% | $2,504-33.0% | $4,194-60.0% |
| Participant deferral / active EE | $7,116 | $4,196+69.6% | $3,881+83.4% | $6,396+11.3% |
| Admin fee / account holder | $1,492 | $6,600-77.4% | $6,199-75.9% | $12,562-88.1% |