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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 | $81,358+251.4% | $155,556+83.8% | $80,959+253.1% |
| Participation rate | 66.2% | 66.3%-0.1pp | 78.2%-12.1pp | 67.7%-1.5pp |
| Annual return | 12.85% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $9,367 | $3,106+201.5% | $4,675+100.3% | $2,757+239.7% |
| Participant deferral / active EE | $6,389 | $3,455+84.9% | $5,631+13.5% | $4,300+48.6% |
| Admin fee / account holder | $9,266 | $7,994+15.9% | $15,885-41.7% | $6,925+33.8% |