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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 | $341,669 | $54,763+523.9% | $90,324+278.3% | $72,976+368.2% |
| Participation rate | 51.4% | 65.2%-13.7pp | 73.3%-21.9pp | 69.5%-18.1pp |
| Annual return | 26.15% | 30.63%-4.5pp | 78.15%-52.0pp | 81.02%-54.9pp |
| Employer contribution / active EE | $8,318 | $2,093+297.4% | $2,856+191.3% | $2,440+240.9% |
| Participant deferral / active EE | $12,480 | $2,887+332.2% | $3,885+221.2% | $3,608+245.9% |
| Admin fee / account holder | $1,793 | $3,973-54.9% | $5,356-66.5% | $5,124-65.0% |