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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 | $101,795+192.5% | $165,100+80.3% | $80,959+267.8% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.7%0pp |
| Annual return | 14.32% | 16.73%-2.4pp | 70.21%-55.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,013 | $2,954-31.8% | $4,348-53.7% | $2,757-27.0% |
| Participant deferral / active EE | $6,033 | $4,476+34.8% | $6,0350% | $4,300+40.3% |
| Admin fee / account holder | $2,000 | $8,221-75.7% | $12,696-84.2% | $6,925-71.1% |