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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 | $286,234 | $90,486+216.3% | $78,676+263.8% | $273,972+4.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 7.49% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,214 | $3,175+1.2% | $2,850+12.8% | $4,869-34.0% |
| Participant deferral / active EE | $13,832 | $3,901+254.5% | $3,517+293.3% | $5,287+161.6% |
| Admin fee / account holder | $2,471 | $5,263-53.1% | $4,510-45.2% | $10,133-75.6% |