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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 | $452,969 | $99,053+357.3% | $88,179+413.7% | $138,895+226.1% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.1%-26.3pp | 79.9%-37.1pp |
| Annual return | 18.68% | 78.17%-59.5pp | 64.97%-46.3pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,229 | $2,882-57.3% | $2,549-51.8% | $4,194-70.7% |
| Participant deferral / active EE | $5,988 | $5,225+14.6% | $4,614+29.8% | $6,396-6.4% |
| Admin fee / account holder | $3,239 | $8,748-63.0% | $7,673-57.8% | $12,562-74.2% |