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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 | $370,741 | $97,125+281.7% | $86,233+329.9% | $137,256+170.1% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 18.40% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,446 | $2,841-13.9% | $2,504-2.3% | $4,156-41.1% |
| Participant deferral / active EE | $5,565 | $5,180+7.4% | $4,559+22.1% | $6,407-13.1% |
| Admin fee / account holder | $1,429 | $9,725-85.3% | $8,342-82.9% | $12,270-88.4% |