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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 | $453,086 | $172,111+163.3% | $150,298+201.5% | $137,256+230.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 20.23% | 69.37%-49.1pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,469 | $4,636-68.3% | $4,154-64.6% | $4,156-64.7% |
| Participant deferral / active EE | $7,444 | $6,166+20.7% | $5,453+36.5% | $6,407+16.2% |
| Admin fee / account holder | $3,792 | $16,471-77.0% | $14,116-73.1% | $12,270-69.1% |