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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 | $339,295 | $135,956+149.6% | $123,894+173.9% | $273,972+23.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.38% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $3,580 | $5,170-30.8% | $4,617-22.5% | $4,869-26.5% |
| Participant deferral / active EE | $9,044 | $6,343+42.6% | $5,984+51.1% | $5,287+71.1% |
| Admin fee / account holder | $31,736 | $9,817+223.3% | $8,357+279.7% | $10,133+213.2% |