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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 | $311,332 | $124,425+150.2% | $112,040+177.9% | $137,256+126.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 14.24% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,390 | $3,411-29.9% | $2,954-19.1% | $4,156-42.5% |
| Participant deferral / active EE | $6,869 | $5,718+20.1% | $5,098+34.7% | $6,407+7.2% |
| Admin fee / account holder | $427 | $15,207-97.2% | $12,098-96.5% | $12,270-96.5% |