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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 | $433,058 | $174,379+148.3% | $152,093+184.7% | $138,895+211.8% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 20.11% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,044 | $4,652-77.6% | $4,175-75.0% | $4,194-75.1% |
| Participant deferral / active EE | $7,833 | $6,159+27.2% | $5,451+43.7% | $6,396+22.5% |
| Admin fee / account holder | $2,953 | $16,880-82.5% | $14,497-79.6% | $12,562-76.5% |