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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 | $294,150 | $55,930+425.9% | $76,089+286.6% | $80,925+263.5% |
| Participation rate | 64.5% | 62.1%+2.5pp | 69.1%-4.6pp | 67.7%-3.1pp |
| Annual return | 15.78% | 20.58%-4.8pp | 360.94%-345.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $3,037 | $1,866+62.7% | $2,690+12.9% | $2,756+10.2% |
| Participant deferral / active EE | $6,339 | $3,051+107.8% | $4,259+48.8% | $4,299+47.5% |
| Admin fee / account holder | $4,567 | $5,241-12.9% | $6,418-28.8% | $6,940-34.2% |