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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 | $308,307 | $124,425+147.8% | $112,040+175.2% | $137,256+124.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 14.11% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,543 | $3,411-54.8% | $2,954-47.8% | $4,156-62.9% |
| Participant deferral / active EE | $3,082 | $5,718-46.1% | $5,098-39.6% | $6,407-51.9% |
| Admin fee / account holder | $8,237 | $15,207-45.8% | $12,098-31.9% | $12,270-32.9% |