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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 | $419,590 | $89,515+368.7% | $103,065+307.1% | $80,959+418.3% |
| Participation rate | 61.8% | 76.0%-14.2pp | 80.6%-18.8pp | 67.7%-5.9pp |
| Annual return | 14.19% | 22.82%-8.6pp | 23.95%-9.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $6,168 | $4,015+53.6% | $4,675+31.9% | $2,757+123.7% |
| Participant deferral / active EE | $8,820 | $5,463+61.5% | $6,625+33.1% | $4,300+105.1% |
| Admin fee / account holder | $44,835 | $6,527+586.9% | $9,349+379.6% | $6,925+547.4% |