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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 | $77,814+257.6% | $158,223+75.9% | $86,983+219.9% |
| Participation rate | 64.7% | 68.4%-3.7pp | 79.2%-14.5pp | 69.5%-4.8pp |
| Annual return | 15.06% | 30.54%-15.5pp | 52.09%-37.0pp | 25.83%-10.8pp |
| Employer contribution / active EE | $3,375 | $2,592+30.2% | $4,109-17.9% | $2,584+30.6% |
| Participant deferral / active EE | $7,616 | $3,270+132.9% | $5,467+39.3% | $4,194+81.6% |
| Admin fee / account holder | $16,182 | $5,879+175.2% | $16,047+0.8% | $7,856+106.0% |