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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 | $285,901 | $81,276+251.8% | $155,574+83.8% | $80,925+253.3% |
| Participation rate | 66.2% | 66.2%-0.1pp | 78.2%-12.1pp | 67.7%-1.5pp |
| Annual return | 12.85% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $9,367 | $3,103+201.9% | $4,676+100.3% | $2,756+239.8% |
| Participant deferral / active EE | $6,389 | $3,453+85.0% | $5,629+13.5% | $4,299+48.6% |
| Admin fee / account holder | $9,266 | $7,993+15.9% | $15,914-41.8% | $6,940+33.5% |