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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 | $344,695 | $167,533+105.7% | $151,645+127.3% | $134,545+156.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 13.86% | 7.81%+6.0pp | 3.34%+10.5pp | 418.37%-404.5pp |
| Employer contribution / active EE | $6,667 | $6,828-2.4% | $6,165+8.1% | $4,742+40.6% |
| Participant deferral / active EE | $3,333 | $8,985-62.9% | $8,363-60.1% | $6,401-47.9% |
| Admin fee / account holder | $2,258 | $13,781-83.6% | $11,614-80.6% | $11,431-80.2% |