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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 | $304,685 | $99,380+206.6% | $90,312+237.4% | $155,188+96.3% |
| Participation rate | 60.0% | 77.3%-17.3pp | 72.9%-12.9pp | 80.8%-20.8pp |
| Annual return | 15.31% | 19.35%-4.0pp | 18.90%-3.6pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,973 | $2,390-17.5% | $2,243-12.0% | $4,248-53.6% |
| Participant deferral / active EE | $4,242 | $4,212+0.7% | $3,749+13.1% | $6,531-35.1% |
| Admin fee / account holder | $11,724 | $9,766+20.0% | $8,248+42.1% | $14,480-19.0% |