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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 | $294,866 | $106,864+175.9% | $147,318+100.2% | $82,637+256.8% |
| Participation rate | 57.6% | 75.5%-17.9pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 17.58% | 27.49%-9.9pp | 70.43%-52.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $10,417 | $3,417+204.9% | $4,593+126.8% | $2,552+308.2% |
| Participant deferral / active EE | $9,167 | $6,496+41.1% | $7,906+15.9% | $4,126+122.2% |
| Admin fee / account holder | $6,511 | $8,415-22.6% | $13,708-52.5% | $7,339-11.3% |