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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 | $436,622 | $181,062+141.1% | $158,223+176.0% | $155,188+181.3% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 18.86% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,211 | $4,565-73.5% | $4,109-70.5% | $4,248-71.5% |
| Participant deferral / active EE | $7,428 | $6,134+21.1% | $5,467+35.9% | $6,531+13.7% |
| Admin fee / account holder | $329 | $18,825-98.3% | $16,047-97.9% | $14,480-97.7% |