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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 | $284,070 | $104,650+171.4% | $83,854+238.8% | $155,188+83.0% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 11.06% | 28.97%-17.9pp | 31.39%-20.3pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,787 | $1,196+49.4% | $1,017+75.7% | $4,248-57.9% |
| Participant deferral / active EE | $11,724 | $2,367+395.3% | $2,035+476.1% | $6,531+79.5% |
| Admin fee / account holder | $1,355 | $3,518-61.5% | $3,197-57.6% | $14,480-90.6% |