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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 | $55,902+426.2% | $76,030+286.9% | $80,959+263.3% |
| Participation rate | 64.5% | 62.1%+2.5pp | 69.1%-4.5pp | 67.7%-3.2pp |
| Annual return | 15.78% | 20.59%-4.8pp | 361.54%-345.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $3,037 | $1,867+62.7% | $2,688+13.0% | $2,757+10.1% |
| Participant deferral / active EE | $6,339 | $3,051+107.8% | $4,257+48.9% | $4,300+47.4% |
| Admin fee / account holder | $4,567 | $5,239-12.8% | $6,421-28.9% | $6,925-34.1% |