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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 | $95,404+381.2% | $113,397+304.9% | $82,637+455.6% |
| Participation rate | 63.6% | 72.8%-9.2pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 12.92% | 19.08%-6.2pp | 23.20%-10.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,286 | $2,307-0.9% | $2,977-23.2% | $2,552-10.4% |
| Participant deferral / active EE | $3,602 | $4,220-14.6% | $5,076-29.0% | $4,126-12.7% |
| Admin fee / account holder | $12,522 | $9,168+36.6% | $11,957+4.7% | $7,339+70.6% |