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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 | $327,254 | $155,555+110.4% | $146,866+122.8% | $155,188+110.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.5%-17.5pp | 80.8%-15.8pp |
| Annual return | 11.76% | 115.41%-103.7pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,278 | $4,647-72.5% | $4,425-71.1% | $4,248-69.9% |
| Participant deferral / active EE | $3,863 | $8,044-52.0% | $7,759-50.2% | $6,531-40.9% |
| Admin fee / account holder | $7,225 | $14,755-51.0% | $13,620-47.0% | $14,480-50.1% |