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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 | $269,081 | $55,902+381.3% | $76,030+253.9% | $80,959+232.4% |
| Participation rate | 65.1% | 62.1%+3.0pp | 69.1%-4.0pp | 67.7%-2.6pp |
| Annual return | 14.93% | 20.59%-5.7pp | 361.54%-346.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $5,142 | $1,867+175.5% | $2,688+91.3% | $2,757+86.5% |
| Participant deferral / active EE | $11,104 | $3,051+264.0% | $4,257+160.8% | $4,300+158.2% |
| Admin fee / account holder | $9,825 | $5,239+87.5% | $6,421+53.0% | $6,925+41.9% |