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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 | $289,869 | $96,731+199.7% | $123,973+133.8% | $86,983+233.2% |
| Participation rate | 62.3% | 70.0%-7.7pp | 76.7%-14.3pp | 69.5%-7.2pp |
| Annual return | 12.12% | 17.33%-5.2pp | 388.13%-376.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $5,737 | $3,297+74.0% | $4,126+39.1% | $2,584+122.0% |
| Participant deferral / active EE | $4,451 | $4,152+7.2% | $5,247-15.2% | $4,194+6.1% |
| Admin fee / account holder | $8,673 | $8,722-0.6% | $11,799-26.5% | $7,856+10.4% |