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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 | $330,398 | $72,273+357.2% | $101,275+226.2% | $79,856+313.7% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 25.55% | 22.30%+3.3pp | 46.48%-20.9pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,506 | $2,691-6.9% | $3,660-31.5% | $2,471+1.4% |
| Participant deferral / active EE | $5,970 | $3,282+81.9% | $4,371+36.6% | $3,741+59.6% |
| Admin fee / account holder | $7,873 | $4,401+78.9% | $5,948+32.4% | $5,306+48.4% |