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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 | $290,884 | $98,766+194.5% | $149,730+94.3% | $79,852+264.3% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 21.79% | 27.43%-5.6pp | 276.70%-254.9pp | 31.72%-9.9pp |
| Employer contribution / active EE | $3,130 | $3,217-2.7% | $4,645-32.6% | $2,471+26.7% |
| Participant deferral / active EE | $7,575 | $5,681+33.3% | $6,843+10.7% | $3,740+102.5% |
| Admin fee / account holder | $569 | $6,052-90.6% | $9,310-93.9% | $5,306-89.3% |