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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 | $114,712+313.9% | $173,730+173.3% | $87,485+442.7% |
| Participation rate | 65.9% | 73.0%-7.1pp | 79.6%-13.7pp | 68.9%-3.1pp |
| Annual return | 14.96% | 20.18%-5.2pp | 19.96%-5.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $886 | $2,904-69.5% | $4,577-80.6% | $2,596-65.9% |
| Participant deferral / active EE | $5,690 | $4,642+22.6% | $6,326-10.1% | $4,274+33.1% |
| Admin fee / account holder | $11,501 | $10,210+12.7% | $17,523-34.4% | $7,775+47.9% |