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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 | $265,890 | $136,860+94.3% | $120,344+120.9% | $154,746+71.8% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 9.16% | 21.38%-12.2pp | 20.30%-11.1pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,468 | $3,533-58.4% | $3,020-51.4% | $4,379-66.5% |
| Participant deferral / active EE | $3,612 | $5,793-37.7% | $5,135-29.7% | $6,730-46.3% |
| Admin fee / account holder | $7,022 | $15,393-54.4% | $12,742-44.9% | $14,365-51.1% |