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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 | $324,037 | $75,807+327.5% | $116,096+179.1% | $86,983+272.5% |
| Participation rate | 68.6% | 66.9%+1.7pp | 73.3%-4.7pp | 69.5%-1.0pp |
| Annual return | 12.23% | 18.57%-6.3pp | 326.25%-314.0pp | 25.83%-13.6pp |
| Employer contribution / active EE | $5,872 | $1,892+210.3% | $2,503+134.5% | $2,584+127.2% |
| Participant deferral / active EE | $6,278 | $3,212+95.5% | $3,952+58.9% | $4,194+49.7% |
| Admin fee / account holder | $82,309 | $6,659+1136.1% | $7,704+968.4% | $7,856+947.7% |