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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 | $374,627 | $161,352+132.2% | $134,172+179.2% | $137,256+172.9% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 14.87% | 28.72%-13.8pp | 25.30%-10.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,785 | $4,099+114.3% | $3,420+156.9% | $4,156+111.4% |
| Participant deferral / active EE | $7,830 | $5,552+41.0% | $4,690+66.9% | $6,407+22.2% |
| Admin fee / account holder | $8,687 | $15,028-42.2% | $12,016-27.7% | $12,270-29.2% |