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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 | $308,098 | $51,638+496.7% | $68,368+350.6% | $82,448+273.7% |
| Participation rate | 57.1% | 63.6%-6.5pp | 73.8%-16.6pp | 68.1%-10.9pp |
| Annual return | 17.17% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,505 | $2,047+22.4% | $2,649-5.4% | $2,551-1.8% |
| Participant deferral / active EE | $8,591 | $2,914+194.9% | $4,123+108.4% | $4,139+107.5% |
| Admin fee / account holder | $1,274 | $4,643-72.6% | $5,150-75.3% | $7,234-82.4% |