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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 | $287,086 | $100,970+184.3% | $96,576+197.3% | $137,256+109.2% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 33.91% | 38.16%-4.2pp | 38.47%-4.6pp | 220.34%-186.4pp |
| Employer contribution / active EE | $5,194 | $3,809+36.4% | $3,553+46.2% | $4,156+25.0% |
| Participant deferral / active EE | $16,587 | $8,286+100.2% | $7,956+108.5% | $6,407+158.9% |
| Admin fee / account holder | $1,452 | $11,312-87.2% | $11,381-87.2% | $12,270-88.2% |