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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 | $324,787 | $153,769+111.2% | $133,975+142.4% | $273,972+18.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 7.41% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $17,500 | $6,029+190.3% | $5,211+235.8% | $4,869+259.4% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $1,005 | $11,765-91.5% | $9,324-89.2% | $10,133-90.1% |