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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 | $201,264+63.5% | $184,185+78.7% | $145,978+125.4% |
| Participation rate | 54.2% | 87.5%-33.3pp | 86.8%-32.7pp | 80.3%-26.1pp |
| Annual return | 12.69% | 29.00%-16.3pp | 28.81%-16.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $4,313 | $7,021-38.6% | $6,426-32.9% | $4,662-7.5% |
| Participant deferral / active EE | $8,655 | $9,806-11.7% | $9,132-5.2% | $6,690+29.4% |
| Admin fee / account holder | $25,349 | $16,376+54.8% | $13,909+82.2% | $13,400+89.2% |