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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 | $271,734 | $72,492+274.8% | $87,104+212.0% | $72,975+272.4% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 23.98% | 24.46%-0.5pp | 28.19%-4.2pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,548 | $1,894-18.2% | $2,521-38.6% | $2,440-36.5% |
| Participant deferral / active EE | $7,421 | $3,270+127.0% | $4,048+83.3% | $3,608+105.7% |
| Admin fee / account holder | $1,182 | $5,055-76.6% | $7,491-84.2% | $5,124-76.9% |