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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 | $435,293 | $107,666+304.3% | $102,184+326.0% | $154,746+181.3% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 15.40% | 29.33%-13.9pp | 31.58%-16.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,620 | $3,846-57.9% | $3,594-54.9% | $4,379-63.0% |
| Participant deferral / active EE | $7,112 | $8,719-18.4% | $8,309-14.4% | $6,730+5.7% |
| Admin fee / account holder | $1,424 | $12,943-89.0% | $11,609-87.7% | $14,365-90.1% |