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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 | $106,864+202.5% | $147,318+119.4% | $82,637+291.2% |
| Participation rate | 65.3% | 75.5%-10.2pp | 82.1%-16.8pp | 68.1%-2.7pp |
| Annual return | 17.93% | 27.49%-9.6pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $4,030 | $3,417+17.9% | $4,593-12.3% | $2,552+57.9% |
| Participant deferral / active EE | $9,451 | $6,496+45.5% | $7,906+19.5% | $4,126+129.1% |
| Admin fee / account holder | $3,470 | $8,415-58.8% | $13,708-74.7% | $7,339-52.7% |