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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 | $100,970+331.1% | $96,576+350.7% | $137,256+217.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 15.40% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,620 | $3,809-57.5% | $3,553-54.4% | $4,156-61.0% |
| Participant deferral / active EE | $7,112 | $8,286-14.2% | $7,956-10.6% | $6,407+11.0% |
| Admin fee / account holder | $1,424 | $11,312-87.4% | $11,381-87.5% | $12,270-88.4% |