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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 | $323,419 | $58,627+451.7% | $76,735+321.5% | $82,448+292.3% |
| Participation rate | 65.3% | 63.2%+2.0pp | 69.5%-4.2pp | 68.1%-2.8pp |
| Annual return | 30.21% | 39.10%-8.9pp | 29.77%+0.4pp | 41.64%-11.4pp |
| Employer contribution / active EE | $4,840 | $1,729+179.9% | $2,454+97.2% | $2,551+89.7% |
| Participant deferral / active EE | $9,975 | $3,134+218.3% | $4,088+144.0% | $4,139+141.0% |
| Admin fee / account holder | $14,165 | $5,323+166.1% | $7,189+97.0% | $7,234+95.8% |