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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 | $369,011 | $75,541+388.5% | $152,093+142.6% | $82,637+346.5% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 17.97% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,345 | $2,622-10.6% | $4,175-43.8% | $2,552-8.1% |
| Participant deferral / active EE | $4,355 | $3,206+35.8% | $5,451-20.1% | $4,126+5.5% |
| Admin fee / account holder | $2,205 | $6,405-65.6% | $14,497-84.8% | $7,339-70.0% |