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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 | $289,773 | $111,535+159.8% | $105,223+175.4% | $137,256+111.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.49% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,211 | $3,939-18.5% | $3,689-12.9% | $4,156-22.7% |
| Participant deferral / active EE | $8,265 | $5,500+50.3% | $5,072+63.0% | $6,407+29.0% |
| Admin fee / account holder | $7,789 | $9,721-19.9% | $8,859-12.1% | $12,270-36.5% |