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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 | $389,220 | $78,520+395.7% | $96,576+303.0% | $82,448+372.1% |
| Participation rate | 54.9% | 77.7%-22.8pp | 81.4%-26.5pp | 68.1%-13.2pp |
| Annual return | 17.30% | 41.30%-24.0pp | 38.47%-21.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,418 | $2,630-8.0% | $3,553-32.0% | $2,551-5.2% |
| Participant deferral / active EE | $5,787 | $6,754-14.3% | $7,956-27.3% | $4,139+39.8% |
| Admin fee / account holder | $4,968 | $13,455-63.1% | $11,381-56.3% | $7,234-31.3% |