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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 | $398,118 | $112,729+253.2% | $98,716+303.3% | $137,256+190.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 17.64% | 38.48%-20.8pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $10,146 | $2,725+272.3% | $2,279+345.3% | $4,156+144.1% |
| Participant deferral / active EE | $23,067 | $4,640+397.1% | $4,048+469.9% | $6,407+260.0% |
| Admin fee / account holder | $31,572 | $10,129+211.7% | $8,703+262.8% | $12,270+157.3% |