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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 | $343,860 | $100,970+240.6% | $96,576+256.1% | $137,256+150.5% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.21% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,180 | $3,809-42.8% | $3,553-38.6% | $4,156-47.5% |
| Participant deferral / active EE | $10,517 | $8,286+26.9% | $7,956+32.2% | $6,407+64.2% |
| Admin fee / account holder | $14,759 | $11,312+30.5% | $11,381+29.7% | $12,270+20.3% |