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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 | $333,718 | $58,627+469.2% | $76,735+334.9% | $82,448+304.8% |
| Participation rate | 63.6% | 63.2%+0.4pp | 69.5%-5.9pp | 68.1%-4.4pp |
| Annual return | 14.28% | 39.10%-24.8pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,835 | $1,729+63.9% | $2,454+15.5% | $2,551+11.1% |
| Participant deferral / active EE | $5,256 | $3,134+67.7% | $4,088+28.6% | $4,139+27.0% |
| Admin fee / account holder | $2,929 | $5,323-45.0% | $7,189-59.3% | $7,234-59.5% |