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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 | $441,794 | $174,379+153.4% | $152,093+190.5% | $138,895+218.1% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 35.48% | 74.86%-39.4pp | 66.36%-30.9pp | 145.39%-109.9pp |
| Employer contribution / active EE | $2,070 | $4,652-55.5% | $4,175-50.4% | $4,194-50.6% |
| Participant deferral / active EE | $7,750 | $6,159+25.8% | $5,451+42.2% | $6,396+21.2% |
| Admin fee / account holder | $1,108 | $16,880-93.4% | $14,497-92.4% | $12,562-91.2% |