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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 | $404,889 | $172,111+135.2% | $150,298+169.4% | $137,256+195.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.43% | 69.37%-54.9pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,934 | $4,636-58.3% | $4,154-53.5% | $4,156-53.5% |
| Participant deferral / active EE | $4,163 | $6,166-32.5% | $5,453-23.6% | $6,407-35.0% |
| Admin fee / account holder | $24,639 | $16,471+49.6% | $14,116+74.6% | $12,270+100.8% |