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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 | $340,121 | $106,749+218.6% | $145,433+133.9% | $82,448+312.5% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 19.30% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,015 | $3,444-12.5% | $4,554-33.8% | $2,551+18.2% |
| Participant deferral / active EE | $7,758 | $6,519+19.0% | $7,897-1.8% | $4,139+87.4% |
| Admin fee / account holder | $13,704 | $8,390+63.3% | $13,129+4.4% | $7,234+89.4% |