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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 | $473,655 | $87,166+443.4% | $76,735+517.3% | $137,256+245.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 15.87% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,821 | $2,904-37.3% | $2,454-25.8% | $4,156-56.2% |
| Participant deferral / active EE | $12,296 | $4,726+160.2% | $4,088+200.8% | $6,407+91.9% |
| Admin fee / account holder | $2,677 | $8,403-68.1% | $7,189-62.8% | $12,270-78.2% |