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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 | $174,379+127.8% | $152,093+161.2% | $138,895+186.0% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 17.60% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,556 | $4,652-2.1% | $4,175+9.1% | $4,194+8.6% |
| Participant deferral / active EE | $4,153 | $6,159-32.6% | $5,451-23.8% | $6,396-35.1% |
| Admin fee / account holder | $17,979 | $16,880+6.5% | $14,497+24.0% | $12,562+43.1% |