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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 | $329,727 | $93,617+252.2% | $135,982+142.5% | $75,177+338.6% |
| Participation rate | 59.4% | 75.2%-15.8pp | 81.9%-22.5pp | 67.2%-7.8pp |
| Annual return | 25.24% | 30.89%-5.6pp | 68.32%-43.1pp | 160.75%-135.5pp |
| Employer contribution / active EE | $10,858 | $3,538+206.9% | $4,859+123.4% | $2,671+306.5% |
| Participant deferral / active EE | $12,706 | $6,406+98.3% | $7,760+63.7% | $4,126+207.9% |
| Admin fee / account holder | $16,979 | $6,980+143.3% | $10,767+57.7% | $5,651+200.4% |