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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 | $341,774 | $77,574+340.6% | $108,753+214.3% | $86,983+292.9% |
| Participation rate | 67.9% | 62.3%+5.6pp | 71.1%-3.2pp | 69.5%-1.7pp |
| Annual return | 26.39% | 18.42%+8.0pp | 37.47%-11.1pp | 25.83%+0.6pp |
| Employer contribution / active EE | $10,596 | $1,611+557.9% | $2,427+336.7% | $2,584+310.0% |
| Participant deferral / active EE | $5,574 | $3,128+78.2% | $4,115+35.5% | $4,194+32.9% |
| Admin fee / account holder | $26,693 | $6,529+308.9% | $10,320+158.7% | $7,856+239.8% |