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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 | $462,882 | $94,031+392.3% | $115,768+299.8% | $82,448+461.4% |
| Participation rate | 61.5% | 70.4%-8.9pp | 74.4%-12.9pp | 68.1%-6.5pp |
| Annual return | 16.75% | 20.61%-3.9pp | 100.46%-83.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,032 | $2,323+30.5% | $2,940+3.1% | $2,551+18.8% |
| Participant deferral / active EE | $3,020 | $3,972-24.0% | $4,917-38.6% | $4,139-27.0% |
| Admin fee / account holder | $2,931 | $10,249-71.4% | $12,439-76.4% | $7,234-59.5% |