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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 | $285,470 | $67,602+322.3% | $82,312+246.8% | $70,126+307.1% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 16.09% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,426 | $1,755+38.2% | $2,428-0.1% | $2,343+3.6% |
| Participant deferral / active EE | $5,367 | $2,987+79.7% | $3,706+44.8% | $3,332+61.1% |
| Admin fee / account holder | $24,005 | $4,512+432.1% | $5,608+328.1% | $4,645+416.7% |