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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 | $421,194 | $112,729+273.6% | $98,716+326.7% | $137,256+206.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 16.01% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,627 | $2,725-40.3% | $2,279-28.6% | $4,156-60.8% |
| Participant deferral / active EE | $2,333 | $4,640-49.7% | $4,048-42.4% | $6,407-63.6% |
| Admin fee / account holder | $15,537 | $10,129+53.4% | $8,703+78.5% | $12,270+26.6% |