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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 | $302,249 | $182,442+65.7% | $163,379+85.0% | $138,895+117.6% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 14.89% | 72.74%-57.8pp | 63.41%-48.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,503 | $4,159-39.8% | $3,752-33.3% | $4,194-40.3% |
| Participant deferral / active EE | $9,572 | $6,817+40.4% | $6,282+52.4% | $6,396+49.7% |
| Admin fee / account holder | $3,741 | $10,396-64.0% | $9,818-61.9% | $12,562-70.2% |