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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 | $427,609 | $185,312+130.8% | $161,489+164.8% | $154,746+176.3% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 13.09% | 103.84%-90.8pp | 89.72%-76.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,127 | $4,769-55.4% | $4,268-50.2% | $4,379-51.4% |
| Participant deferral / active EE | $6,226 | $6,350-2.0% | $5,630+10.6% | $6,730-7.5% |
| Admin fee / account holder | $3,716 | $18,654-80.1% | $16,006-76.8% | $14,365-74.1% |