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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 | $447,374 | $185,312+141.4% | $161,489+177.0% | $154,746+189.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 14.37% | 103.84%-89.5pp | 89.72%-75.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,624 | $4,769-65.9% | $4,268-61.9% | $4,379-62.9% |
| Participant deferral / active EE | $2,493 | $6,350-60.7% | $5,630-55.7% | $6,730-63.0% |
| Admin fee / account holder | $18,293 | $18,654-1.9% | $16,006+14.3% | $14,365+27.3% |