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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 | $283,622 | $100,970+180.9% | $96,576+193.7% | $137,256+106.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 15.19% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,244 | $3,809-41.1% | $3,553-36.9% | $4,156-46.0% |
| Participant deferral / active EE | $17,019 | $8,286+105.4% | $7,956+113.9% | $6,407+165.6% |
| Admin fee / account holder | $3,680 | $11,312-67.5% | $11,381-67.7% | $12,270-70.0% |