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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 | $329,086 | $201,344+63.4% | $184,243+78.6% | $145,877+125.6% |
| Participation rate | 54.2% | 87.5%-33.3pp | 86.8%-32.7pp | 80.3%-26.1pp |
| Annual return | 12.69% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,313 | $7,022-38.6% | $6,427-32.9% | $4,663-7.5% |
| Participant deferral / active EE | $8,655 | $9,807-11.7% | $9,132-5.2% | $6,691+29.4% |
| Admin fee / account holder | $25,349 | $16,382+54.7% | $13,914+82.2% | $13,402+89.1% |