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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 | $61,125+404.0% | $94,057+227.6% | $87,485+252.2% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.3%-16.2pp | 68.9%-11.8pp |
| Annual return | 17.17% | 35.20%-18.0pp | 480.62%-463.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,505 | $2,136+17.2% | $2,933-14.6% | $2,596-3.5% |
| Participant deferral / active EE | $8,591 | $3,260+163.5% | $4,709+82.4% | $4,274+101.0% |
| Admin fee / account holder | $1,274 | $5,629-77.4% | $7,244-82.4% | $7,775-83.6% |