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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 | $174,379+142.8% | $152,093+178.4% | $138,895+204.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 15.92% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,967 | $4,652-57.7% | $4,175-52.9% | $4,194-53.1% |
| Participant deferral / active EE | $6,057 | $6,159-1.7% | $5,451+11.1% | $6,396-5.3% |
| Admin fee / account holder | $3,524 | $16,880-79.1% | $14,497-75.7% | $12,562-72.0% |