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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 | $449,668 | $157,829+184.9% | $136,867+228.5% | $198,609+126.4% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 16.15% | 51.25%-35.1pp | 42.97%-26.8pp | 202.70%-186.5pp |
| Employer contribution / active EE | $4,158 | $3,923+6.0% | $3,547+17.2% | $5,055-17.7% |
| Participant deferral / active EE | $7,066 | $5,463+29.3% | $4,924+43.5% | $6,977+1.3% |
| Admin fee / account holder | $620 | $11,107-94.4% | $10,340-94.0% | $19,030-96.7% |