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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 | $369,272 | $101,618+263.4% | $93,063+296.8% | $137,256+169.0% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 14.16% | 223.95%-209.8pp | 34.15%-20.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,002 | $2,707-26.0% | $2,476-19.1% | $4,156-51.8% |
| Participant deferral / active EE | $8,165 | $4,279+90.8% | $3,958+106.3% | $6,407+27.4% |
| Admin fee / account holder | $2,531 | $6,198-59.2% | $6,033-58.1% | $12,270-79.4% |