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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 | $311,875 | $107,733+189.5% | $92,985+235.4% | $154,746+101.5% |
| Participation rate | 64.3% | 74.6%-10.3pp | 69.5%-5.2pp | 80.7%-16.4pp |
| Annual return | 15.48% | 30.39%-14.9pp | 27.99%-12.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,174 | $3,126-30.5% | $2,662-18.3% | $4,379-50.3% |
| Participant deferral / active EE | $5,387 | $5,053+6.6% | $4,377+23.1% | $6,730-20.0% |
| Admin fee / account holder | $2,455 | $11,369-78.4% | $9,463-74.1% | $14,365-82.9% |