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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 | $288,913 | $91,559+215.5% | $133,959+115.7% | $79,858+261.8% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | 26.68% | 61.85%-35.2pp | 45.09%-18.4pp | 31.72%-5.0pp |
| Employer contribution / active EE | $2,803 | $2,384+17.6% | $3,919-28.5% | $2,471+13.5% |
| Participant deferral / active EE | $7,339 | $3,734+96.5% | $5,047+45.4% | $3,740+96.2% |
| Admin fee / account holder | $1,275 | $6,321-79.8% | $8,928-85.7% | $5,306-76.0% |