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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 | $323,254 | $106,749+202.8% | $145,433+122.3% | $82,448+292.1% |
| Participation rate | 65.3% | 75.6%-10.3pp | 82.1%-16.8pp | 68.1%-2.8pp |
| Annual return | 17.93% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,030 | $3,444+17.0% | $4,554-11.5% | $2,551+58.0% |
| Participant deferral / active EE | $9,451 | $6,519+45.0% | $7,897+19.7% | $4,139+128.3% |
| Admin fee / account holder | $3,470 | $8,390-58.6% | $13,129-73.6% | $7,234-52.0% |