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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 | $269,326 | $146,267+84.1% | $197,124+36.6% | $82,448+226.7% |
| Participation rate | 67.6% | 84.0%-16.4pp | 86.7%-19.1pp | 68.1%-0.4pp |
| Annual return | 18.16% | 29.61%-11.5pp | 44.34%-26.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,914 | $4,723-38.3% | $6,227-53.2% | $2,551+14.2% |
| Participant deferral / active EE | $5,554 | $7,035-21.0% | $9,135-39.2% | $4,139+34.2% |
| Admin fee / account holder | $6,776 | $14,422-53.0% | $16,298-58.4% | $7,234-6.3% |