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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 | $78,690+253.6% | $161,489+72.3% | $87,485+218.0% |
| Participation rate | 64.7% | 67.5%-2.8pp | 78.7%-14.0pp | 68.9%-4.2pp |
| Annual return | 15.06% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,375 | $2,588+30.4% | $4,268-20.9% | $2,596+30.0% |
| Participant deferral / active EE | $7,616 | $3,311+130.0% | $5,630+35.3% | $4,274+78.2% |
| Admin fee / account holder | $16,182 | $6,724+140.7% | $16,006+1.1% | $7,775+108.1% |