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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 | $298,297 | $95,453+212.5% | $112,040+166.2% | $82,448+261.8% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.5%-8.8pp | 68.1%-0.4pp |
| Annual return | 15.17% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,085 | $2,318+33.1% | $2,954+4.4% | $2,551+20.9% |
| Participant deferral / active EE | $5,025 | $4,224+19.0% | $5,098-1.4% | $4,139+21.4% |
| Admin fee / account holder | $17,783 | $9,013+97.3% | $12,098+47.0% | $7,234+145.8% |