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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 | $311,875 | $87,166+257.8% | $76,735+306.4% | $137,256+127.2% |
| Participation rate | 64.3% | 74.4%-10.1pp | 69.5%-5.2pp | 80.0%-15.7pp |
| Annual return | 15.48% | 26.50%-11.0pp | 29.77%-14.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,174 | $2,904-25.1% | $2,454-11.4% | $4,156-47.7% |
| Participant deferral / active EE | $5,387 | $4,726+14.0% | $4,088+31.8% | $6,407-15.9% |
| Admin fee / account holder | $2,455 | $8,403-70.8% | $7,189-65.9% | $12,270-80.0% |