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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 | $266,282 | $74,535+257.3% | $100,712+164.4% | $82,637+222.2% |
| Participation rate | 68.6% | 61.2%+7.4pp | 69.3%-0.7pp | 68.1%+0.5pp |
| Annual return | 13.02% | 18.92%-5.9pp | 33.27%-20.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $4,366 | $1,503+190.6% | $2,313+88.8% | $2,552+71.1% |
| Participant deferral / active EE | $7,274 | $3,074+136.7% | $4,085+78.1% | $4,126+76.3% |
| Admin fee / account holder | $12,139 | $6,576+84.6% | $9,256+31.1% | $7,339+65.4% |