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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 | $308,066 | $124,425+147.6% | $112,040+175.0% | $137,256+124.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.89% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,175 | $3,411-36.3% | $2,954-26.4% | $4,156-47.7% |
| Participant deferral / active EE | $6,168 | $5,718+7.9% | $5,098+21.0% | $6,407-3.7% |
| Admin fee / account holder | $15,739 | $15,207+3.5% | $12,098+30.1% | $12,270+28.3% |