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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 | $145,431+85.2% | $211,142+27.6% | $87,485+207.9% |
| Participation rate | 67.6% | 84.7%-17.1pp | 87.3%-19.6pp | 68.9%-1.3pp |
| Annual return | 18.16% | 27.21%-9.0pp | 46.84%-28.7pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,914 | $4,662-37.5% | $6,442-54.8% | $2,596+12.3% |
| Participant deferral / active EE | $5,554 | $6,859-19.0% | $9,284-40.2% | $4,274+30.0% |
| Admin fee / account holder | $6,776 | $17,052-60.3% | $19,076-64.5% | $7,775-12.8% |