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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 | $474,766 | $108,825+336.3% | $156,181+204.0% | $82,448+475.8% |
| Participation rate | 65.9% | 72.4%-6.5pp | 78.8%-13.0pp | 68.1%-2.2pp |
| Annual return | 14.96% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $886 | $2,870-69.1% | $4,294-79.4% | $2,551-65.3% |
| Participant deferral / active EE | $5,690 | $4,577+24.3% | $6,132-7.2% | $4,139+37.5% |
| Admin fee / account holder | $11,501 | $9,341+23.1% | $14,586-21.1% | $7,234+59.0% |