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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 | $271,911 | $138,393+96.5% | $184,256+47.6% | $80,959+235.9% |
| Participation rate | 60.7% | 83.9%-23.2pp | 86.8%-26.1pp | 67.7%-7.0pp |
| Annual return | 16.97% | 20.01%-3.0pp | 28.85%-11.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $3,959 | $4,847-18.3% | $6,427-38.4% | $2,757+43.6% |
| Participant deferral / active EE | $6,346 | $7,076-10.3% | $9,133-30.5% | $4,300+47.6% |
| Admin fee / account holder | $27,677 | $10,489+163.9% | $13,899+99.1% | $6,925+299.6% |