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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 | $526,899 | $182,442+188.8% | $163,379+222.5% | $138,895+279.4% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.8%-12.5pp | 79.9%-15.6pp |
| Annual return | 16.10% | 72.74%-56.6pp | 63.41%-47.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,724 | $4,159-34.5% | $3,752-27.4% | $4,194-35.1% |
| Participant deferral / active EE | $15,798 | $6,817+131.7% | $6,282+151.5% | $6,396+147.0% |
| Admin fee / account holder | $28,007 | $10,396+169.4% | $9,818+185.3% | $12,562+123.0% |