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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 | $323,630 | $110,212+193.6% | $96,534+235.3% | $139,466+132.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 12.61% | 26.42%-13.8pp | 25.88%-13.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $2,517 | $3,620-30.5% | $2,965-15.1% | $4,754-47.1% |
| Participant deferral / active EE | $6,288 | $5,547+13.3% | $4,851+29.6% | $6,712-6.3% |
| Admin fee / account holder | $3,800 | $11,599-67.2% | $8,253-54.0% | $11,409-66.7% |