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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 | $303,423 | $115,225+163.3% | $100,712+201.3% | $138,895+118.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 14.82% | 40.35%-25.5pp | 33.27%-18.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,881 | $2,771-32.1% | $2,313-18.7% | $4,194-55.1% |
| Participant deferral / active EE | $5,988 | $4,699+27.4% | $4,085+46.6% | $6,396-6.4% |
| Admin fee / account holder | $10,201 | $10,844-5.9% | $9,256+10.2% | $12,562-18.8% |