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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 | $422,141 | $172,111+145.3% | $150,298+180.9% | $137,256+207.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.43% | 69.37%-53.9pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,992 | $4,636+29.2% | $4,154+44.2% | $4,156+44.2% |
| Participant deferral / active EE | $10,000 | $6,166+62.2% | $5,453+83.4% | $6,407+56.1% |
| Admin fee / account holder | $605 | $16,471-96.3% | $14,116-95.7% | $12,270-95.1% |