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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 | $124,980+163.3% | $108,359+203.7% | $154,746+112.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 12.47% | 45.00%-32.5pp | 36.89%-24.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,679 | $2,851-41.1% | $2,399-30.0% | $4,379-61.7% |
| Participant deferral / active EE | $5,901 | $4,743+24.4% | $4,137+42.6% | $6,730-12.3% |
| Admin fee / account holder | $10,902 | $11,502-5.2% | $9,741+11.9% | $14,365-24.1% |