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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 | $276,454 | $89,259+209.7% | $107,187+157.9% | $82,637+234.5% |
| Participation rate | 66.0% | 67.9%-1.9pp | 75.0%-9.0pp | 68.1%-2.1pp |
| Annual return | 13.35% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,328 | $3,080-56.9% | $3,782-64.9% | $2,552-48.0% |
| Participant deferral / active EE | $9,338 | $4,037+131.3% | $5,096+83.2% | $4,126+126.3% |
| Admin fee / account holder | $7,870 | $7,381+6.6% | $9,162-14.1% | $7,339+7.2% |