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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 | $466,681 | $112,729+314.0% | $98,716+372.8% | $137,256+240.0% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.3%-16.9pp | 80.0%-27.6pp |
| Annual return | 15.96% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,487 | $2,725-45.5% | $2,279-34.8% | $4,156-64.2% |
| Participant deferral / active EE | $7,394 | $4,640+59.3% | $4,048+82.7% | $6,407+15.4% |
| Admin fee / account holder | $2,081 | $10,129-79.5% | $8,703-76.1% | $12,270-83.0% |