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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 | $250,448 | $86,298+190.2% | $111,308+125.0% | $85,847+191.7% |
| Participation rate | 65.5% | 73.3%-7.8pp | 77.3%-11.8pp | 69.3%-3.8pp |
| Annual return | 15.17% | 19.99%-4.8pp | 54.67%-39.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $3,106 | $2,044+52.0% | $2,732+13.7% | $2,565+21.1% |
| Participant deferral / active EE | $4,234 | $3,641+16.3% | $4,487-5.7% | $3,952+7.1% |
| Admin fee / account holder | $5,927 | $8,189-27.6% | $7,965-25.6% | $6,261-5.3% |