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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 | $124,980+133.1% | $108,359+168.9% | $154,746+88.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 29.56% | 45.00%-15.4pp | 36.89%-7.3pp | 172.34%-142.8pp |
| Employer contribution / active EE | $3,230 | $2,851+13.3% | $2,399+34.6% | $4,379-26.3% |
| Participant deferral / active EE | $9,272 | $4,743+95.5% | $4,137+124.1% | $6,730+37.8% |
| Admin fee / account holder | $2,295 | $11,502-80.0% | $9,741-76.4% | $14,365-84.0% |