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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 | $557,345 | $174,379+219.6% | $152,093+266.4% | $138,895+301.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 19.92% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,032 | $4,652-56.3% | $4,175-51.3% | $4,194-51.5% |
| Participant deferral / active EE | $7,300 | $6,159+18.5% | $5,451+33.9% | $6,396+14.1% |
| Admin fee / account holder | $19,166 | $16,880+13.5% | $14,497+32.2% | $12,562+52.6% |