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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 | $681,837 | $123,155+453.6% | $108,753+527.0% | $155,188+339.4% |
| Participation rate | 35.7% | 75.6%-39.9pp | 71.1%-35.4pp | 80.8%-45.1pp |
| Annual return | 18.06% | 44.73%-26.7pp | 37.47%-19.4pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,082 | $2,811-61.5% | $2,427-55.4% | $4,248-74.5% |
| Participant deferral / active EE | $2,733 | $4,623-40.9% | $4,115-33.6% | $6,531-58.2% |
| Admin fee / account holder | $3,573 | $12,126-70.5% | $10,320-65.4% | $14,480-75.3% |