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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 | $270,974 | $95,453+183.9% | $112,040+141.9% | $82,448+228.7% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 13.90% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,423 | $2,318+4.5% | $2,954-18.0% | $2,551-5.0% |
| Participant deferral / active EE | $4,829 | $4,224+14.3% | $5,098-5.3% | $4,139+16.7% |
| Admin fee / account holder | $15,627 | $9,013+73.4% | $12,098+29.2% | $7,234+116.0% |