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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 | $416,280 | $88,996+367.7% | $78,004+433.7% | $138,895+199.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 11.06% | 28.03%-17.0pp | 31.07%-20.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,751 | $2,917-40.0% | $2,469-29.1% | $4,194-58.3% |
| Participant deferral / active EE | $3,113 | $4,724-34.1% | $4,092-23.9% | $6,396-51.3% |
| Admin fee / account holder | $6,340 | $8,807-28.0% | $7,578-16.3% | $12,562-49.5% |