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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 | $323,018 | $91,198+254.2% | $178,503+81.0% | $79,856+304.5% |
| Participation rate | 63.3% | 69.2%-5.9pp | 81.9%-18.6pp | 69.6%-6.3pp |
| Annual return | 13.98% | 24.20%-10.2pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,908 | $3,257+50.7% | $5,011-2.1% | $2,471+98.6% |
| Participant deferral / active EE | $11,108 | $3,237+243.2% | $5,202+113.5% | $3,741+196.9% |
| Admin fee / account holder | $4,281 | $6,748-36.6% | $13,987-69.4% | $5,306-19.3% |