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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 | $284,918 | $124,980+128.0% | $108,359+162.9% | $154,746+84.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 11.57% | 45.00%-33.4pp | 36.89%-25.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,962 | $2,851+3.9% | $2,399+23.5% | $4,379-32.4% |
| Participant deferral / active EE | $12,378 | $4,743+161.0% | $4,137+199.2% | $6,730+83.9% |
| Admin fee / account holder | $8,288 | $11,502-27.9% | $9,741-14.9% | $14,365-42.3% |