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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 | $280,623 | $80,983+246.5% | $96,544+190.7% | $75,177+273.3% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 32.89% | 27.05%+5.8pp | 25.88%+7.0pp | 160.75%-127.9pp |
| Employer contribution / active EE | $2,719 | $2,282+19.1% | $2,966-8.3% | $2,671+1.8% |
| Participant deferral / active EE | $6,338 | $3,929+61.3% | $4,851+30.7% | $4,126+53.6% |
| Admin fee / account holder | $11,031 | $6,717+64.2% | $8,254+33.6% | $5,651+95.2% |