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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 | $457,280 | $114,013+301.1% | $103,693+341.0% | $155,188+194.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 24.77% | 49.31%-24.5pp | 47.61%-22.8pp | 148.84%-124.1pp |
| Employer contribution / active EE | $911 | $3,131-70.9% | $2,920-68.8% | $4,248-78.5% |
| Participant deferral / active EE | $6,497 | $4,970+30.7% | $4,579+41.9% | $6,531-0.5% |
| Admin fee / account holder | $710 | $8,407-91.6% | $7,858-91.0% | $14,480-95.1% |