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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 | $335,083 | $101,752+229.3% | $164,928+103.2% | $80,911+314.1% |
| Participation rate | 66.0% | 71.8%-5.9pp | 78.6%-12.7pp | 67.6%-1.7pp |
| Annual return | 10.77% | 16.73%-6.0pp | 70.08%-59.3pp | 35.63%-24.9pp |
| Employer contribution / active EE | $4,929 | $2,953+66.9% | $4,343+13.5% | $2,756+78.9% |
| Participant deferral / active EE | $4,704 | $4,477+5.1% | $6,034-22.0% | $4,297+9.5% |
| Admin fee / account holder | $15,007 | $8,218+82.6% | $12,684+18.3% | $6,935+116.4% |