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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 | $482,910 | $155,555+210.4% | $146,866+228.8% | $155,188+211.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 29.13% | 115.41%-86.3pp | 102.85%-73.7pp | 148.84%-119.7pp |
| Employer contribution / active EE | $1,483 | $4,647-68.1% | $4,425-66.5% | $4,248-65.1% |
| Participant deferral / active EE | $6,210 | $8,044-22.8% | $7,759-20.0% | $6,531-4.9% |
| Admin fee / account holder | $3,897 | $14,755-73.6% | $13,620-71.4% | $14,480-73.1% |