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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 | $273,602 | $88,672+208.6% | $105,223+160.0% | $82,448+231.8% |
| Participation rate | 63.2% | 67.9%-4.8pp | 75.0%-11.9pp | 68.1%-4.9pp |
| Annual return | 18.16% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,881 | $3,048+60.2% | $3,689+32.3% | $2,551+91.4% |
| Participant deferral / active EE | $9,317 | $4,036+130.9% | $5,072+83.7% | $4,139+125.1% |
| Admin fee / account holder | $1,170 | $7,146-83.6% | $8,859-86.8% | $7,234-83.8% |