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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 | $115,225+265.5% | $100,712+318.2% | $138,895+203.2% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 16.01% | 40.35%-24.3pp | 33.27%-17.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,627 | $2,771-41.3% | $2,313-29.6% | $4,194-61.2% |
| Participant deferral / active EE | $2,333 | $4,699-50.3% | $4,085-42.9% | $6,396-63.5% |
| Admin fee / account holder | $15,537 | $10,844+43.3% | $9,256+67.9% | $12,562+23.7% |