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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 | $391,770 | $112,729+247.5% | $98,716+296.9% | $137,256+185.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 20.91% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,146 | $2,725-57.9% | $2,279-49.7% | $4,156-72.4% |
| Participant deferral / active EE | $6,547 | $4,640+41.1% | $4,048+61.7% | $6,407+2.2% |
| Admin fee / account holder | $748 | $10,129-92.6% | $8,703-91.4% | $12,270-93.9% |