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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 | $255,687 | $184,014+39.0% | $161,149+58.7% | $138,895+84.1% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.8%-22.6pp | 79.9%-23.7pp |
| Annual return | 15.93% | 21.52%-5.6pp | 21.16%-5.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,643 | $5,055-67.5% | $4,360-62.3% | $4,194-60.8% |
| Participant deferral / active EE | $5,355 | $6,909-22.5% | $6,153-13.0% | $6,396-16.3% |
| Admin fee / account holder | $25,420 | $18,027+41.0% | $15,194+67.3% | $12,562+102.4% |