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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 | $420,831 | $172,111+144.5% | $150,298+180.0% | $137,256+206.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.07% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,124 | $4,636-54.2% | $4,154-48.9% | $4,156-48.9% |
| Participant deferral / active EE | $10,298 | $6,166+67.0% | $5,453+88.9% | $6,407+60.7% |
| Admin fee / account holder | $2,808 | $16,471-83.0% | $14,116-80.1% | $12,270-77.1% |