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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 | $315,194 | $101,798+209.6% | $165,071+90.9% | $80,935+289.4% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 13.89% | 16.73%-2.8pp | 70.17%-56.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,454 | $2,954-50.8% | $4,347-66.6% | $2,757-47.3% |
| Participant deferral / active EE | $6,896 | $4,476+54.1% | $6,035+14.3% | $4,299+60.4% |
| Admin fee / account holder | $19,931 | $8,221+142.4% | $12,695+57.0% | $6,924+187.8% |