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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 | $339,662 | $78,690+331.6% | $161,489+110.3% | $87,485+288.3% |
| Participation rate | 55.2% | 67.5%-12.3pp | 78.7%-23.5pp | 68.9%-13.8pp |
| Annual return | 13.08% | 32.74%-19.7pp | 89.72%-76.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $3,026 | $2,588+16.9% | $4,268-29.1% | $2,596+16.6% |
| Participant deferral / active EE | $7,020 | $3,311+112.0% | $5,630+24.7% | $4,274+64.3% |
| Admin fee / account holder | $12,134 | $6,724+80.5% | $16,006-24.2% | $7,775+56.1% |