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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 | $469,248 | $96,731+385.1% | $123,973+278.5% | $86,983+439.5% |
| Participation rate | 66.7% | 70.0%-3.4pp | 76.7%-10.0pp | 69.5%-2.9pp |
| Annual return | 15.72% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,377 | $3,297-58.2% | $4,126-66.6% | $2,584-46.7% |
| Participant deferral / active EE | $5,337 | $4,152+28.5% | $5,247+1.7% | $4,194+27.3% |
| Admin fee / account holder | $15,677 | $8,722+79.7% | $11,799+32.9% | $7,856+99.6% |