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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 | $102,609+324.2% | $98,090+343.8% | $138,895+213.4% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 15.40% | 36.44%-21.0pp | 37.05%-21.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,620 | $3,867-58.1% | $3,606-55.1% | $4,194-61.4% |
| Participant deferral / active EE | $7,112 | $8,167-12.9% | $7,845-9.3% | $6,396+11.2% |
| Admin fee / account holder | $1,424 | $11,434-87.5% | $11,815-88.0% | $12,562-88.7% |