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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 | $254,729 | $106,864+138.4% | $147,318+72.9% | $82,637+208.2% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 21.92% | 27.49%-5.6pp | 70.43%-48.5pp | 53.51%-31.6pp |
| Employer contribution / active EE | $2,252 | $3,417-34.1% | $4,593-51.0% | $2,552-11.8% |
| Participant deferral / active EE | $8,914 | $6,496+37.2% | $7,906+12.7% | $4,126+116.0% |
| Admin fee / account holder | $43,490 | $8,415+416.8% | $13,708+217.3% | $7,339+492.6% |