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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 | $55,889+426.3% | $76,119+286.4% | $80,935+263.4% |
| Participation rate | 64.5% | 62.1%+2.5pp | 69.1%-4.6pp | 67.7%-3.1pp |
| Annual return | 15.78% | 20.58%-4.8pp | 361.25%-345.5pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,037 | $1,866+62.7% | $2,693+12.8% | $2,757+10.2% |
| Participant deferral / active EE | $6,339 | $3,051+107.7% | $4,259+48.8% | $4,299+47.4% |
| Admin fee / account holder | $4,567 | $5,241-12.9% | $6,421-28.9% | $6,924-34.1% |