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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 | $291,348 | $112,729+158.4% | $98,716+195.1% | $137,256+112.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 29.56% | 38.48%-8.9pp | 31.81%-2.3pp | 220.34%-190.8pp |
| Employer contribution / active EE | $3,230 | $2,725+18.5% | $2,279+41.7% | $4,156-22.3% |
| Participant deferral / active EE | $9,272 | $4,640+99.8% | $4,048+129.1% | $6,407+44.7% |
| Admin fee / account holder | $2,295 | $10,129-77.3% | $8,703-73.6% | $12,270-81.3% |