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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 | $399,655 | $124,425+221.2% | $112,040+256.7% | $137,256+191.2% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 20.00% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,467 | $3,411-27.7% | $2,954-16.5% | $4,156-40.6% |
| Participant deferral / active EE | $5,899 | $5,718+3.2% | $5,098+15.7% | $6,407-7.9% |
| Admin fee / account holder | $1,727 | $15,207-88.6% | $12,098-85.7% | $12,270-85.9% |