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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 | $326,348 | $76,407+327.1% | $150,298+117.1% | $82,448+295.8% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 15.52% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,915 | $2,614+88.0% | $4,154+18.3% | $2,551+92.7% |
| Participant deferral / active EE | $8,878 | $3,214+176.2% | $5,453+62.8% | $4,139+114.5% |
| Admin fee / account holder | $2,289 | $6,352-64.0% | $14,116-83.8% | $7,234-68.4% |