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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 | $99,875+191.1% | $146,866+98.0% | $86,983+234.3% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.9pp | 69.5%-5.9pp |
| Annual return | 15.86% | 28.10%-12.2pp | 102.85%-87.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $3,723 | $3,224+15.5% | $4,425-15.9% | $2,584+44.1% |
| Participant deferral / active EE | $8,890 | $6,322+40.6% | $7,759+14.6% | $4,194+112.0% |
| Admin fee / account holder | $15,276 | $7,838+94.9% | $13,620+12.2% | $7,856+94.5% |