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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 | $336,965 | $88,672+280.0% | $105,223+220.2% | $82,448+308.7% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 18.23% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,352 | $3,048-22.8% | $3,689-36.2% | $2,551-7.8% |
| Participant deferral / active EE | $5,821 | $4,036+44.2% | $5,072+14.8% | $4,139+40.6% |
| Admin fee / account holder | $7,495 | $7,146+4.9% | $8,859-15.4% | $7,234+3.6% |