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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 | $329,827 | $77,962+323.1% | $178,540+84.7% | $80,935+307.5% |
| Participation rate | 41.4% | 65.7%-24.3pp | 77.1%-35.7pp | 67.7%-26.3pp |
| Annual return | 23.40% | 18.10%+5.3pp | 27.15%-3.7pp | 35.66%-12.3pp |
| Employer contribution / active EE | $2,558 | $2,280+12.2% | $3,953-35.3% | $2,757-7.2% |
| Participant deferral / active EE | $11,245 | $4,404+155.3% | $6,281+79.0% | $4,299+161.5% |
| Admin fee / account holder | $20,704 | $7,156+189.3% | $10,424+98.6% | $6,924+199.0% |