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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 | $278,242 | $76,407+264.2% | $150,298+85.1% | $82,448+237.5% |
| Participation rate | 64.7% | 66.4%-1.7pp | 77.8%-13.1pp | 68.1%-3.4pp |
| Annual return | 15.06% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,375 | $2,614+29.1% | $4,154-18.7% | $2,551+32.3% |
| Participant deferral / active EE | $7,616 | $3,214+136.9% | $5,453+39.7% | $4,139+84.0% |
| Admin fee / account holder | $16,182 | $6,352+154.8% | $14,116+14.6% | $7,234+123.7% |