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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 | $299,268 | $153,311+95.2% | $109,313+173.8% | $273,972+9.2% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 7.86% | 29.86%-22.0pp | 22.07%-14.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $5,594 | $5,619-0.5% | $3,892+43.7% | $4,869+14.9% |
| Participant deferral / active EE | $16,000 | $3,932+306.9% | $3,166+405.3% | $5,287+202.6% |
| Admin fee / account holder | $23,150 | $8,076+186.7% | $5,666+308.5% | $10,133+128.5% |