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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 | $78,197+397.7% | $98,090+296.8% | $82,637+371.0% |
| Participation rate | 54.9% | 77.5%-22.6pp | 81.5%-26.6pp | 68.1%-13.2pp |
| Annual return | 17.30% | 40.25%-22.9pp | 37.05%-19.7pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,418 | $2,605-7.2% | $3,606-33.0% | $2,552-5.3% |
| Participant deferral / active EE | $5,787 | $6,636-12.8% | $7,845-26.2% | $4,126+40.2% |
| Admin fee / account holder | $4,968 | $14,832-66.5% | $11,815-57.9% | $7,339-32.3% |