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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 | $341,051 | $106,864+219.1% | $147,318+131.5% | $82,637+312.7% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 16.85% | 27.49%-10.6pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,341 | $3,417-2.2% | $4,593-27.3% | $2,552+30.9% |
| Participant deferral / active EE | $7,177 | $6,496+10.5% | $7,906-9.2% | $4,126+73.9% |
| Admin fee / account holder | $60,955 | $8,415+624.4% | $13,708+344.7% | $7,339+730.6% |