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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 | $313,391 | $105,284+197.7% | $150,734+107.9% | $94,015+233.3% |
| Participation rate | 63.0% | 71.7%-8.7pp | 78.4%-15.4pp | 70.8%-7.8pp |
| Annual return | 14.00% | 15.67%-1.7pp | 600.81%-586.8pp | 17.84%-3.8pp |
| Employer contribution / active EE | $3,303 | $3,599-8.2% | $4,918-32.8% | $2,790+18.4% |
| Participant deferral / active EE | $5,484 | $4,274+28.3% | $5,610-2.2% | $4,249+29.0% |
| Admin fee / account holder | $7,453 | $9,839-24.2% | $14,905-50.0% | $8,951-16.7% |