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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 | $315,809 | $94,031+235.9% | $115,768+172.8% | $82,448+283.0% |
| Participation rate | 68.3% | 70.4%-2.1pp | 74.4%-6.1pp | 68.1%+0.2pp |
| Annual return | 16.30% | 20.61%-4.3pp | 100.46%-84.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,717 | $2,323+16.9% | $2,940-7.6% | $2,551+6.5% |
| Participant deferral / active EE | $6,246 | $3,972+57.3% | $4,917+27.0% | $4,139+50.9% |
| Admin fee / account holder | $2,142 | $10,249-79.1% | $12,439-82.8% | $7,234-70.4% |