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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 | $174,379+132.2% | $152,093+166.2% | $138,895+191.5% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 14.43% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,934 | $4,652-58.4% | $4,175-53.7% | $4,194-53.9% |
| Participant deferral / active EE | $4,163 | $6,159-32.4% | $5,451-23.6% | $6,396-34.9% |
| Admin fee / account holder | $24,639 | $16,880+46.0% | $14,497+70.0% | $12,562+96.1% |