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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 | $107,809+243.9% | $97,032+282.1% | $155,188+138.9% |
| Participation rate | 58.3% | 75.5%-17.1pp | 71.6%-13.2pp | 80.8%-22.5pp |
| Annual return | 18.40% | 38.06%-19.7pp | 35.38%-17.0pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,446 | $2,911-16.0% | $2,629-6.9% | $4,248-42.4% |
| Participant deferral / active EE | $5,565 | $5,129+8.5% | $4,672+19.1% | $6,531-14.8% |
| Admin fee / account holder | $1,429 | $10,717-86.7% | $9,418-84.8% | $14,480-90.1% |