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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 | $174,379+150.4% | $152,093+187.1% | $138,895+214.4% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 18.86% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,211 | $4,652-74.0% | $4,175-71.0% | $4,194-71.1% |
| Participant deferral / active EE | $7,428 | $6,159+20.6% | $5,451+36.3% | $6,396+16.1% |
| Admin fee / account holder | $329 | $16,880-98.0% | $14,497-97.7% | $12,562-97.4% |