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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 | $594,317 | $182,442+225.8% | $163,379+263.8% | $138,895+327.9% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 12.22% | 72.74%-60.5pp | 63.41%-51.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $5,403 | $4,159+29.9% | $3,752+44.0% | $4,194+28.8% |
| Participant deferral / active EE | $9,302 | $6,817+36.4% | $6,282+48.1% | $6,396+45.4% |
| Admin fee / account holder | $4,041 | $10,396-61.1% | $9,818-58.8% | $12,562-67.8% |