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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 | $413,044 | $184,014+124.5% | $161,149+156.3% | $138,895+197.4% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.8%-34.4pp | 79.9%-35.5pp |
| Annual return | 17.12% | 21.52%-4.4pp | 21.16%-4.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,559 | $5,055-69.2% | $4,360-64.3% | $4,194-62.8% |
| Participant deferral / active EE | $6,422 | $6,909-7.1% | $6,153+4.4% | $6,396+0.4% |
| Admin fee / account holder | $713 | $18,027-96.0% | $15,194-95.3% | $12,562-94.3% |