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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 | $282,148 | $88,996+217.0% | $78,004+261.7% | $138,895+103.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 13.45% | 28.03%-14.6pp | 31.07%-17.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,470 | $2,917-15.3% | $2,4690% | $4,194-41.1% |
| Participant deferral / active EE | $23,167 | $4,724+390.4% | $4,092+466.2% | $6,396+262.2% |
| Admin fee / account holder | $2,118 | $8,807-76.0% | $7,578-72.1% | $12,562-83.1% |