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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 | $459,101 | $95,453+381.0% | $112,040+309.8% | $82,448+456.8% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 12.92% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,286 | $2,318-1.4% | $2,954-22.6% | $2,551-10.4% |
| Participant deferral / active EE | $3,602 | $4,224-14.7% | $5,098-29.3% | $4,139-13.0% |
| Admin fee / account holder | $12,522 | $9,013+38.9% | $12,098+3.5% | $7,234+73.1% |