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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 | $264,908 | $199,109+33.0% | $173,730+52.5% | $154,746+71.2% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.6%-10.3pp | 80.7%-11.5pp |
| Annual return | 15.70% | 20.02%-4.3pp | 19.96%-4.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,761 | $5,311-48.0% | $4,577-39.7% | $4,379-36.9% |
| Participant deferral / active EE | $13,757 | $7,113+93.4% | $6,326+117.5% | $6,730+104.4% |
| Admin fee / account holder | $8,466 | $20,916-59.5% | $17,523-51.7% | $14,365-41.1% |