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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 | $303,141 | $69,118+338.6% | $53,647+465.1% | $138,895+118.3% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 19.31% | 248.26%-229.0pp | 358.33%-339.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $9,323 | $1,189+683.7% | $962+869.0% | $4,194+122.3% |
| Participant deferral / active EE | $4,883 | $2,274+114.7% | $1,813+169.3% | $6,396-23.7% |
| Admin fee / account holder | $2,457 | $2,724-9.8% | $2,460-0.1% | $12,562-80.4% |