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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 | $256,184 | $100,970+153.7% | $96,576+165.3% | $137,256+86.6% |
| Participation rate | 68.8% | 82.6%-13.9pp | 81.4%-12.7pp | 80.0%-11.2pp |
| Annual return | 17.22% | 38.16%-20.9pp | 38.47%-21.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,511 | $3,809-7.8% | $3,553-1.2% | $4,156-15.5% |
| Participant deferral / active EE | $10,861 | $8,286+31.1% | $7,956+36.5% | $6,407+69.5% |
| Admin fee / account holder | $19,385 | $11,312+71.4% | $11,381+70.3% | $12,270+58.0% |