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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 | $266,829 | $116,203+129.6% | $93,621+185.0% | $152,909+74.5% |
| Participation rate | 65.2% | 78.1%-12.8pp | 75.8%-10.6pp | 82.5%-17.2pp |
| Annual return | 19.37% | 35.96%-16.6pp | 32.76%-13.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,428 | $3,219-24.6% | $2,719-10.7% | $4,764-49.0% |
| Participant deferral / active EE | $7,745 | $4,605+68.2% | $4,070+90.3% | $5,851+32.4% |
| Admin fee / account holder | $11,775 | $10,751+9.5% | $7,890+49.2% | $11,601+1.5% |