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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 | $297,743 | $101,763+192.6% | $164,866+80.6% | $80,874+268.2% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.6%0pp |
| Annual return | 14.32% | 16.73%-2.4pp | 69.97%-55.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,013 | $2,954-31.9% | $4,343-53.6% | $2,756-26.9% |
| Participant deferral / active EE | $6,033 | $4,477+34.8% | $6,0330% | $4,297+40.4% |
| Admin fee / account holder | $2,000 | $8,228-75.7% | $12,689-84.2% | $6,935-71.2% |