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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 | $290,766 | $106,749+172.4% | $145,433+99.9% | $82,448+252.7% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.1%-18.5pp | 68.1%-4.4pp |
| Annual return | 15.86% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,723 | $3,444+8.1% | $4,554-18.3% | $2,551+46.0% |
| Participant deferral / active EE | $8,890 | $6,519+36.4% | $7,897+12.6% | $4,139+114.8% |
| Admin fee / account holder | $15,276 | $8,390+82.1% | $13,129+16.4% | $7,234+111.2% |