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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 | $397,203 | $172,111+130.8% | $150,298+164.3% | $137,256+189.4% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 17.60% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,556 | $4,636-1.7% | $4,154+9.7% | $4,156+9.6% |
| Participant deferral / active EE | $4,153 | $6,166-32.6% | $5,453-23.8% | $6,407-35.2% |
| Admin fee / account holder | $17,979 | $16,471+9.2% | $14,116+27.4% | $12,270+46.5% |