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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 | $289,707 | $126,661+128.7% | $113,397+155.5% | $138,895+108.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 16.98% | 25.05%-8.1pp | 23.20%-6.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,296 | $3,456-62.5% | $2,977-56.5% | $4,194-69.1% |
| Participant deferral / active EE | $6,482 | $5,693+13.9% | $5,076+27.7% | $6,396+1.3% |
| Admin fee / account holder | $4,709 | $14,549-67.6% | $11,957-60.6% | $12,562-62.5% |