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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 | $372,349 | $78,682+373.2% | $109,188+241.0% | $85,851+333.7% |
| Participation rate | 56.3% | 68.3%-12.0pp | 75.9%-19.6pp | 69.3%-13.1pp |
| Annual return | 14.72% | 25.09%-10.4pp | 25.76%-11.0pp | 318.63%-303.9pp |
| Employer contribution / active EE | $2,262 | $2,734-17.3% | $3,723-39.3% | $2,565-11.8% |
| Participant deferral / active EE | $4,941 | $3,468+42.5% | $4,654+6.2% | $3,952+25.0% |
| Admin fee / account holder | $2,234 | $5,470-59.2% | $6,755-66.9% | $6,261-64.3% |