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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 | $397,049 | $75,541+425.6% | $152,093+161.1% | $82,637+380.5% |
| Participation rate | 54.8% | 66.5%-11.8pp | 77.8%-23.0pp | 68.1%-13.3pp |
| Annual return | 15.17% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $4,088 | $2,622+55.9% | $4,175-2.1% | $2,552+60.2% |
| Participant deferral / active EE | $6,076 | $3,206+89.6% | $5,451+11.5% | $4,126+47.3% |
| Admin fee / account holder | $22,895 | $6,405+257.5% | $14,497+57.9% | $7,339+212.0% |