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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 | $273,724 | $178,174+53.6% | $156,181+75.3% | $137,256+99.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.56% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,428 | $4,972-71.3% | $4,294-66.7% | $4,156-65.6% |
| Participant deferral / active EE | $10,829 | $6,888+57.2% | $6,132+76.6% | $6,407+69.0% |
| Admin fee / account holder | $7,816 | $17,404-55.1% | $14,586-46.4% | $12,270-36.3% |