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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 | $337,462 | $71,057+374.9% | $93,654+260.3% | $80,874+317.3% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 18.75% | 11.26%+7.5pp | 133.34%-114.6pp | 35.62%-16.9pp |
| Employer contribution / active EE | $2,954 | $1,564+88.9% | $2,421+22.0% | $2,756+7.2% |
| Participant deferral / active EE | $7,015 | $4,034+73.9% | $4,413+59.0% | $4,297+63.3% |
| Admin fee / account holder | $9,846 | $6,944+41.8% | $8,282+18.9% | $6,935+42.0% |