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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 | $301,895 | $92,798+225.3% | $96,707+212.2% | $137,256+120.0% |
| Participation rate | 69.2% | 81.6%-12.4pp | 80.4%-11.1pp | 80.0%-10.7pp |
| Annual return | 16.47% | 31.24%-14.8pp | 34.78%-18.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,683 | $4,147+37.0% | $4,191+35.6% | $4,156+36.7% |
| Participant deferral / active EE | $3,759 | $5,877-36.0% | $5,997-37.3% | $6,407-41.3% |
| Admin fee / account holder | $7,229 | $7,946-9.0% | $7,503-3.6% | $12,270-41.1% |