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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 | $350,979 | $54,763+540.9% | $90,324+288.6% | $72,976+381.0% |
| Participation rate | 64.9% | 65.2%-0.3pp | 73.3%-8.4pp | 69.5%-4.6pp |
| Annual return | 17.71% | 30.63%-12.9pp | 78.15%-60.4pp | 81.02%-63.3pp |
| Employer contribution / active EE | $2,854 | $2,093+36.3% | $2,856-0.1% | $2,440+16.9% |
| Participant deferral / active EE | $6,518 | $2,887+125.7% | $3,885+67.8% | $3,608+80.7% |
| Admin fee / account holder | $3,047 | $3,973-23.3% | $5,356-43.1% | $5,124-40.5% |