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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 | $76,834+344.8% | $108,359+215.4% | $87,485+290.7% |
| Participation rate | 67.9% | 61.7%+6.1pp | 70.1%-2.3pp | 68.9%-1.1pp |
| Annual return | 26.39% | 19.09%+7.3pp | 36.89%-10.5pp | 26.06%+0.3pp |
| Employer contribution / active EE | $10,596 | $1,556+580.8% | $2,399+341.6% | $2,596+308.1% |
| Participant deferral / active EE | $5,574 | $3,100+79.8% | $4,137+34.7% | $4,274+30.4% |
| Admin fee / account holder | $26,693 | $6,537+308.3% | $9,741+174.0% | $7,775+243.3% |