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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 | $423,448 | $172,111+146.0% | $150,298+181.7% | $137,256+208.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 15.92% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,967 | $4,636-57.6% | $4,154-52.6% | $4,156-52.7% |
| Participant deferral / active EE | $6,057 | $6,166-1.8% | $5,453+11.1% | $6,407-5.5% |
| Admin fee / account holder | $3,524 | $16,471-78.6% | $14,116-75.0% | $12,270-71.3% |