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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 | $328,329 | $135,956+141.5% | $123,894+165.0% | $273,972+19.8% |
| Participation rate | 69.6% | 84.1%-14.5pp | 81.4%-11.8pp | 83.0%-13.5pp |
| Annual return | 8.21% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,418 | $5,170-33.9% | $4,617-26.0% | $4,869-29.8% |
| Participant deferral / active EE | $6,656 | $6,343+4.9% | $5,984+11.2% | $5,287+25.9% |
| Admin fee / account holder | $4,079 | $9,817-58.4% | $8,357-51.2% | $10,133-59.7% |