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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 | $461,115 | $174,379+164.4% | $152,093+203.2% | $138,895+232.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 16.83% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,042 | $4,652-56.1% | $4,175-51.1% | $4,194-51.3% |
| Participant deferral / active EE | $10,252 | $6,159+66.4% | $5,451+88.1% | $6,396+60.3% |
| Admin fee / account holder | $143,687 | $16,880+751.2% | $14,497+891.2% | $12,562+1043.8% |