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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 | $257,529 | $86,949+196.2% | $102,460+151.3% | $80,959+218.1% |
| Participation rate | 49.4% | 72.4%-23.0pp | 76.5%-27.1pp | 67.7%-18.3pp |
| Annual return | 25.15% | 18.89%+6.3pp | 29.47%-4.3pp | 35.67%-10.5pp |
| Employer contribution / active EE | $2,434 | $2,370+2.7% | $3,025-19.6% | $2,757-11.7% |
| Participant deferral / active EE | $4,383 | $4,121+6.3% | $5,056-13.3% | $4,300+1.9% |
| Admin fee / account holder | $2,568 | $8,048-68.1% | $9,460-72.9% | $6,925-62.9% |