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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 | $282,148 | $107,733+161.9% | $92,985+203.4% | $154,746+82.3% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 13.45% | 30.39%-16.9pp | 27.99%-14.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,470 | $3,126-21.0% | $2,662-7.2% | $4,379-43.6% |
| Participant deferral / active EE | $23,167 | $5,053+358.5% | $4,377+429.3% | $6,730+244.2% |
| Admin fee / account holder | $2,118 | $11,369-81.4% | $9,463-77.6% | $14,365-85.3% |