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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 | $326,361 | $181,896+79.4% | $156,551+108.5% | $273,972+19.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 9.54% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $11,322 | $6,248+81.2% | $5,501+105.8% | $4,869+132.6% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $6,095 | $15,560-60.8% | $13,028-53.2% | $10,133-39.8% |