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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 | $259,126 | $275,752-6.0% | $256,809+0.9% | $198,609+30.5% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 8.70% | 34.81%-26.1pp | 32.73%-24.0pp | 202.70%-194.0pp |
| Employer contribution / active EE | $3,387 | $7,721-56.1% | $7,263-53.4% | $5,055-33.0% |
| Participant deferral / active EE | $8,598 | $10,037-14.3% | $9,520-9.7% | $6,977+23.2% |
| Admin fee / account holder | $1,432 | $25,716-94.4% | $25,146-94.3% | $19,030-92.5% |