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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 | $329,068 | $112,729+191.9% | $98,716+233.3% | $137,256+139.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 12.47% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,679 | $2,725-38.4% | $2,279-26.3% | $4,156-59.6% |
| Participant deferral / active EE | $5,901 | $4,640+27.2% | $4,048+45.8% | $6,407-7.9% |
| Admin fee / account holder | $10,902 | $10,129+7.6% | $8,703+25.3% | $12,270-11.2% |