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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 | $585,917 | $75,541+675.6% | $152,093+285.2% | $82,637+609.0% |
| Participation rate | 53.6% | 66.5%-13.0pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 16.41% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $974 | $2,622-62.8% | $4,175-76.7% | $2,552-61.8% |
| Participant deferral / active EE | $4,139 | $3,206+29.1% | $5,451-24.1% | $4,126+0.3% |
| Admin fee / account holder | $54,871 | $6,405+756.7% | $14,497+278.5% | $7,339+647.7% |