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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 | $291,226 | $251,004+16.0% | $191,597+52.0% | $138,895+109.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 76.9%-26.9pp | 79.9%-29.9pp |
| Annual return | 11.35% | 31.05%-19.7pp | 27.07%-15.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $3,397 | $6,226-45.4% | $5,025-32.4% | $4,194-19.0% |
| Participant deferral / active EE | $5,361 | $8,154-34.3% | $6,850-21.7% | $6,396-16.2% |
| Admin fee / account holder | $28,974 | $31,471-7.9% | $22,799+27.1% | $12,562+130.6% |