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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 | $375,912 | $112,729+233.5% | $98,716+280.8% | $137,256+173.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 14.51% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,911 | $2,725-29.9% | $2,279-16.1% | $4,156-54.0% |
| Participant deferral / active EE | $10,311 | $4,640+122.2% | $4,048+154.7% | $6,407+60.9% |
| Admin fee / account holder | $4,301 | $10,129-57.5% | $8,703-50.6% | $12,270-65.0% |