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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 | $88,672+253.4% | $105,223+197.8% | $82,448+280.1% |
| Participation rate | 63.0% | 67.9%-4.9pp | 75.0%-12.0pp | 68.1%-5.0pp |
| Annual return | 14.00% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,303 | $3,048+8.4% | $3,689-10.4% | $2,551+29.5% |
| Participant deferral / active EE | $5,484 | $4,036+35.9% | $5,072+8.1% | $4,139+32.5% |
| Admin fee / account holder | $7,453 | $7,146+4.3% | $8,859-15.9% | $7,234+3.0% |