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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 | $201,370+63.4% | $184,256+78.6% | $145,897+125.6% |
| Participation rate | 54.2% | 87.5%-33.3pp | 86.8%-32.7pp | 80.3%-26.1pp |
| Annual return | 12.69% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,313 | $7,024-38.6% | $6,427-32.9% | $4,663-7.5% |
| Participant deferral / active EE | $8,655 | $9,808-11.8% | $9,133-5.2% | $6,689+29.4% |
| Admin fee / account holder | $25,349 | $16,364+54.9% | $13,899+82.4% | $13,390+89.3% |