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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 | $285,016 | $106,974+166.4% | $90,796+213.9% | $138,895+105.2% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 30.04% | 20.10%+9.9pp | 19.29%+10.7pp | 145.39%-115.4pp |
| Employer contribution / active EE | $3,720 | $2,609+42.6% | $2,294+62.2% | $4,194-11.3% |
| Participant deferral / active EE | $12,659 | $4,455+184.2% | $3,822+231.2% | $6,396+97.9% |
| Admin fee / account holder | $2,370 | $8,626-72.5% | $7,024-66.3% | $12,562-81.1% |