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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 | $156,616+81.9% | $133,346+113.7% | $198,609+43.5% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 11.57% | 44.25%-32.7pp | 36.85%-25.3pp | 202.70%-191.1pp |
| Employer contribution / active EE | $2,962 | $3,368-12.0% | $2,853+3.8% | $5,055-41.4% |
| Participant deferral / active EE | $12,378 | $4,920+151.6% | $4,332+185.7% | $6,977+77.4% |
| Admin fee / account holder | $8,288 | $17,468-52.6% | $14,264-41.9% | $19,030-56.5% |