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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 | $73,787+363.2% | $98,716+246.2% | $82,448+314.5% |
| Participation rate | 67.9% | 61.4%+6.4pp | 69.3%-1.4pp | 68.1%-0.2pp |
| Annual return | 26.39% | 18.57%+7.8pp | 31.81%-5.4pp | 41.64%-15.3pp |
| Employer contribution / active EE | $10,596 | $1,511+601.2% | $2,279+365.0% | $2,551+315.4% |
| Participant deferral / active EE | $5,574 | $3,081+80.9% | $4,048+37.7% | $4,139+34.7% |
| Admin fee / account holder | $26,693 | $6,500+310.7% | $8,703+206.7% | $7,234+269.0% |