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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 | $181,062+150.2% | $158,223+186.4% | $155,188+192.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 20.23% | 57.39%-37.2pp | 52.09%-31.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,469 | $4,565-67.8% | $4,109-64.3% | $4,248-65.4% |
| Participant deferral / active EE | $7,444 | $6,134+21.4% | $5,467+36.2% | $6,531+14.0% |
| Admin fee / account holder | $3,792 | $18,825-79.9% | $16,047-76.4% | $14,480-73.8% |