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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 | $273,290 | $91,559+198.5% | $133,978+104.0% | $79,856+242.2% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.4pp | 69.6%-5.2pp |
| Annual return | 25.64% | 61.85%-36.2pp | 45.10%-19.5pp | 31.71%-6.1pp |
| Employer contribution / active EE | $6,806 | $2,384+185.5% | $3,919+73.7% | $2,471+175.4% |
| Participant deferral / active EE | $2,582 | $3,734-30.9% | $5,047-48.9% | $3,741-31.0% |
| Admin fee / account holder | $1,429 | $6,321-77.4% | $8,930-84.0% | $5,306-73.1% |