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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 | $429,096 | $211,224+103.1% | $178,505+140.4% | $145,897+194.1% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 15.23% | 30.28%-15.1pp | 27.16%-11.9pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,217 | $4,577-73.4% | $3,955-69.2% | $4,663-73.9% |
| Participant deferral / active EE | $9,587 | $6,966+37.6% | $6,280+52.7% | $6,689+43.3% |
| Admin fee / account holder | $9,517 | $12,109-21.4% | $10,428-8.7% | $13,390-28.9% |