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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 | $279,984 | $58,627+377.6% | $76,735+264.9% | $82,448+239.6% |
| Participation rate | 55.6% | 63.2%-7.7pp | 69.5%-13.9pp | 68.1%-12.5pp |
| Annual return | 15.50% | 39.10%-23.6pp | 29.77%-14.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,042 | $1,729+18.1% | $2,454-16.8% | $2,551-19.9% |
| Participant deferral / active EE | $7,373 | $3,134+135.3% | $4,088+80.4% | $4,139+78.1% |
| Admin fee / account holder | $55,666 | $5,323+945.8% | $7,189+674.3% | $7,234+669.5% |